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Name Holding Trade Value Shares
Change
Change in
Stake
MG
676
MilWealth Group
Wisconsin
$275K
LAM
677
Lakewood Asset Management
Illinois
$273K
DE
678
Diversified Enterprises
Delaware
$271K +$1.97K +4 +0.6%
JWM
679
JFG Wealth Management
Colorado
$269K -$11.3K -23 -3%
RCAG
680
Rehmann Capital Advisory Group
Michigan
$266K +$6.41K +13 +2%
MWM
681
MinichMacGregor Wealth Management
New York
$264K
OPCM
682
Osborne Partners Capital Management
California
$262K
Jones Financial Companies
683
Jones Financial Companies
Missouri
$262K +$59.1K +120 +24%
UB
684
UMB Bank
Missouri
$258K +$30.1K +61 +11%
TA
685
Tectonic Advisors
Texas
$256K
CP
686
Castleview Partners
Texas
$256K -$986 -2 -0.3%
CAAS
687
Capital Asset Advisory Services
Michigan
$250K
MA
688
Mutual Advisors
Nebraska
$250K +$36K +73 +14%
TCBWMS
689
Texas Capital Bank Wealth Management Services
Texas
$248K +$291K +591 New
AWM
690
Axxcess Wealth Management
California
$248K
PCIA
691
Prime Capital Investment Advisors
Kansas
$246K +$37.5K +76 +15%
MMA
692
Miracle Mile Advisors
California
$245K +$34.5K +70 +14%
GS
693
GTS Securities
Florida
$244K -$852K -1,728 -75%
CGL
694
Clarius Group LLC
Washington
$243K +$285K +579 New
FCG
695
Fielder Capital Group
Tennessee
$241K -$5.91K -12 -2%
PPWP
696
Premier Path Wealth Partners
New Jersey
$240K +$2.96K +6 +1%
GKFF
697
George Kaiser Family Foundation
Oklahoma
$239K +$281K +570 New
AWM
698
Adams Wealth Management
Utah
$239K +$282K +572 New
CI
699
CacheTech Inc
Utah
$239K +$282K +572 New
SCM
700
Stevens Capital Management
Pennsylvania
$238K +$40.9K +83 +17%