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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2126
Chatham Capital Group
Georgia
$745K – – –
WAM
2127
Walker Asset Management
Missouri
$745K – – –
ACA
2128
Arsenal Capital Advisors
Pennsylvania
$744K -$5.87K -58 -1%
AA
2129
Aire Advisors
California
$744K – – –
RAG
2130
RIA Advisory Group
Iowa
$743K -$816K -8,074 -60%
RPGK
2131
Retirement Planning Group (Kansas)
Kansas
$743K +$538K +5,320 New
TWM
2132
Tortuga Wealth Management
California
$742K -$331K -3,275 -38%
MSF
2133
Mustard Seed Financial
Arkansas
$741K – – –
ZIG
2134
Zuckerman Investment Group
Illinois
$741K -$18.8K -186 -3%
EWP
2135
Elevation Wealth Partners
California
$739K +$363K +3,591 +211%
TSMHT
2136
Thurston Springer Miller Herd & Titak
Indiana
$737K +$194K +1,914 +57%
NHT
2137
New Hampshire Trust
New Hampshire
$736K +$533K +5,274 New
SC
2138
Steph & Co
Wisconsin
$736K -$250K -2,475 -32%
GFL
2139
Granite FO LLC
New Hampshire
$735K – – –
CWA
2140
Crusonia Wealth Advisors
Colorado
$735K +$532K +5,263 New
LWM
2141
Lyell Wealth Management
California
$733K +$2.02K +20 +0.4%
S
2142
Steadtrust
Texas
$732K – – –
SAM
2143
Stembrook Asset Management
New Jersey
$732K – – –
OC
2144
Oarsman Capital
Wisconsin
$731K +$18.1K +179 +4%
HWA
2145
HCR Wealth Advisors
California
$731K +$529K +5,235 New
OWP
2146
Obermeyer Wealth Partners
Colorado
$729K +$528K +5,224 New
DBRC
2147
D.B. Root & Company
Pennsylvania
$727K +$527K +5,208 New
FP
2148
Financial Perspectives
Minnesota
$726K -$25.5K -252 -5%
HFO
2149
Heritage Family Offices
Arizona
$725K +$525K +5,192 New
PEWA
2150
Pacific Excel Wealth Advisors
California
$725K +$525K +5,192 New