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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
2126
Sonata Capital Group
Washington
$407K
CA
2127
Continuum Advisory
Idaho
$405K -$62.1K -1,049 -12%
BFPW
2128
BOK Financial Private Wealth
Colorado
$404K -$273K -4,611 -38%
RWM
2129
RKL Wealth Management
Pennsylvania
$404K -$24.6K -416 -5%
APW
2130
Austin Private Wealth
Texas
$403K -$36.2K -612 -8%
SSW
2131
Smith Shellnut Wilson
Mississippi
$401K
CG
2132
Corundum Group
Colorado
$400K -$21.5K -364 -5%
MAA
2133
Mraz Amerine & Associates
California
$397K +$237 +4 +0.1%
CW
2134
CreativeOne Wealth
Kansas
$396K -$134K -2,261 -24%
ML
2135
McAdam LLC
Pennsylvania
$396K -$8.93K -151 -2%
AWA
2136
Alaska Wealth Advisors
Alaska
$395K -$151K -2,545 -26%
SIA
2137
Strategic Investment Advisors
Michigan
$395K +$26K +439 +6%
DTL
2138
Dynamic Technology Lab
Singapore
$395K +$432K +7,300 New
MG
2139
Mather Group
Illinois
$394K -$78.3K -1,323 -15%
Voloridge Investment Management
2140
Voloridge Investment Management
Florida
$394K +$431K +7,282 New
VFM
2141
Vivid Financial Management
California
$392K +$59 +1 +0%
RIS
2142
Retirement Income Solutions
Michigan
$391K -$15.3K -259 -3%
LGWM
2143
Litman Gregory Wealth Management
California
$386K -$46.9K -792 -10%
ZF
2144
Zhang Financial
Michigan
$385K -$33.9K -573 -7%
RHJA
2145
Rice Hall James & Associates
California
$384K
TFO
2146
Tarbox Family Office
California
$383K +$18.2K +308 +5%
BWP
2147
BSW Wealth Partners
Colorado
$380K +$57.7K +976 +16%
FNBOO
2148
First National Bank of Omaha
Nebraska
$379K +$176K +2,976 +74%
VCM
2149
Vigilant Capital Management
Maine
$377K +$57.1K +966 +16%
PP
2150
PDS Planning
Ohio
$376K +$49K +829 +14%