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Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
2701
Colton Groome Financial Advisors
North Carolina
$255K
CFCI
2702
Comprehensive Financial Consultants Institutional
Indiana
$255K +$223 +1 +0.1%
SFPG
2703
Stonebridge Financial Planning Group
Florida
$255K +$258K +1,159 New
LWM
2704
Level Wealth Management
North Carolina
$254K +$258K +1,157 New
KWM
2705
Keebeck Wealth Management
Illinois
$254K +$30.1K +135 +13%
NCMW
2706
Northern Capital Management (Washington)
Washington
$254K -$41.2K -185 -14%
C
2707
Covestor
United Kingdom
$254K -$27.2K -122 -10%
FWM
2708
Fingerlakes Wealth Management
New York
$254K -$30.5K -137 -11%
KL
2709
KilterHowling LLC
Colorado
$253K
FCMT
2710
Founders Capital Management (Texas)
Texas
$253K
PSFG
2711
Prairie Sky Financial Group
Illinois
$253K
BLAM
2712
Bourne Lent Asset Management
New York
$253K
SFS
2713
Searcy Financial Services
Kansas
$252K
HWM
2714
Hohimer Wealth Management
Washington
$252K +$16.3K +73 +7%
FFB
2715
First Financial Bankshares
Texas
$252K +$255K +1,145 New
MPPW
2716
Mitchell & Pahl Private Wealth
Oklahoma
$251K -$7.57K -34 -3%
ICM
2717
Intrepid Capital Management
Florida
$251K
VC
2718
Vestor Capital
Illinois
$251K +$891 +4 +0.4%
CAS
2719
Coppell Advisory Solutions
Texas
$250K -$22.5K -101 -8%
Loomis, Sayles & Company
2720
Loomis, Sayles & Company
Massachusetts
$250K -$61.2K -275 -19%
PIA
2721
Pinion Investment Advisors
Kansas
$250K +$891 +4 +0.4%
CTC
2722
Cetera Trust Company
Minnesota
$249K
BW
2723
Blalock Williams
Alabama
$249K +$252K +1,132 New
GFM
2724
GEN Financial Management
Minnesota
$249K +$252K +1,131 New
RGF
2725
Retirement Guys Formula
Ohio
$249K -$7.79K -35 -3%