Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1426
Pinnacle West Asset Management
Wyoming
$1.77M -$9.16K -35 -0.6%
MEG
1427
Millstone Evans Group
Colorado
$1.77M -$262 -1 -0%
BF
1428
bLong Financial
Tennessee
$1.76M +$5.24K +20 +0.3%
TF
1429
Trek Financial
Arizona
$1.76M +$1.1M +4,204 +206%
PP
1430
Patten & Patten
Tennessee
$1.76M -$18.3K -70 -1%
JCFM
1431
JBR Co Financial Management
Oklahoma
$1.75M -$32.5K -124 -2%
SWA
1432
Sax Wealth Advisors
New Jersey
$1.75M +$120K +458 +8%
PPWP
1433
Premier Path Wealth Partners
New Jersey
$1.75M -$1.83K -7 -0.1%
LIA
1434
LBMC Investment Advisors
Tennessee
$1.74M +$221K +844 +16%
DAC
1435
Dividend Assets Capital
South Carolina
$1.74M +$65.4K +250 +4%
FWI
1436
Facet Wealth Inc
Maryland
$1.73M +$75.4K +288 +5%
IWA
1437
IVC Wealth Advisors
Pennsylvania
$1.73M +$8.11K +31 +0.5%
WCM
1438
Weik Capital Management
Pennsylvania
$1.73M – – –
BWAM
1439
Boyd Watterson Asset Management
Ohio
$1.72M +$348K +1,331 +28%
BCG
1440
BayBridge Capital Group
California
$1.72M +$215K +820 +16%
CC
1441
Cultivar Capital
Texas
$1.72M – – –
SI
1442
Saxon Interests
Texas
$1.72M +$23.8K +91 +1%
CWP
1443
Core Wealth Partners
California
$1.72M -$432K -1,652 -21%
CWG
1444
Cornerstone Wealth Group
North Carolina
$1.72M +$390K +1,491 +32%
AWM
1445
Avior Wealth Management
Nebraska
$1.72M +$59.9K +229 +4%
UWPG
1446
Ullmann Wealth Partners Group
Florida
$1.71M +$15.7K +60 +1%
HFM
1447
Hartford Financial Management
Connecticut
$1.71M – – –
COI
1448
Connable Office Inc
Michigan
$1.71M +$3.93K +15 +0.2%
GIP
1449
Granite Investment Partners
California
$1.7M – – –
MSCM
1450
McElhenny Sheffield Capital Management
Texas
$1.7M +$44.2K +169 +3%