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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2526
Frisch Financial Group
New York
$490K -$10.2K -129 -2%
SWM
2527
Sandro Wealth Management
New Jersey
$490K +$8.45K +107 +2%
RWA
2528
Rooted Wealth Advisors
Illinois
$489K +$45.8K +580 +11%
AWAU
2529
Alliance Wealth Advisors (Utah)
Utah
$489K +$6.87K +87 +1%
ACS
2530
Archford Capital Strategies
Illinois
$489K +$29.1K +368 +7%
WDG
2531
Wealth Dimensions Group
Ohio
$487K -$869 -11 -0.2%
SI
2532
Sava Infond
Slovenia
$486K -$43.4K -550 -8%
HFP
2533
Holistic Financial Partners
Indiana
$486K -$161K -2,036 -25%
CS
2534
Crescent Sterling
Louisiana
$485K +$16K +203 +4%
BWM
2535
Bullock Wealth Management
Indiana
$485K +$270K +3,417 +134%
JGUA
2536
John G. Ullman & Associates
New York
$484K +$58.5K +741 +14%
TIM
2537
Total Investment Management
Arizona
$484K -$20.7K -262 -5%
William Blair Investment Management
2538
William Blair Investment Management
Illinois
$484K -$961K -12,168 -67%
LA
2539
LexAurum Advisors
Kansas
$484K -$6.4K -81 -1%
HTIM
2540
Harbour Trust & Investment Management
Indiana
$483K -$7.9K -100 -2%
CC
2541
Centiva Capital
New York
$483K -$3.05M -38,628 -87%
MAM
2542
Marotta Asset Management
Virginia
$482K +$3.95K +50 +0.8%
GSWM
2543
Golden State Wealth Management
California
$482K +$35.2K +446 +8%
AFC
2544
AFT Forsyth & Company
Florida
$481K -$83.3K -1,055 -15%
RIM
2545
RW Investment Management
Idaho
$481K – – –
WPA
2546
Winning Points Advisors
Florida
$481K – – –
PSC
2547
Prentiss Smith & Co
Vermont
$481K – – –
EWS
2548
Eagle Wealth Strategies
New Jersey
$481K +$9.08K +115 +2%
SSWG
2549
Seven Springs Wealth Group
Tennessee
$480K +$2.13K +27 +0.5%
FGC
2550
First Growth Capital
Maryland
$480K +$1.26K +16 +0.3%