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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1926
Sather Financial Group
Texas
$826K -$3.49K -49 -0.4%
MA
1927
MBA Advisors
Pennsylvania
$825K -$55.5K -779 -6%
IPW
1928
Invictus Private Wealth
Colorado
$824K -$33.4K -469 -4%
FS
1929
Ferguson Shapiro
Georgia
$823K -$7.84K -110 -0.9%
WAC
1930
William Allan Corp
Colorado
$823K -$23.2K -325 -3%
BI
1931
Bradyco Inc
Massachusetts
$822K – – –
FPWM
1932
FSB Premier Wealth Management
Iowa
$822K -$17.2K -241 -2%
RA
1933
Ransom Advisory
Rhode Island
$819K -$32.1K -450 -4%
CRI
1934
Colonial River Investments
Virginia
$818K +$99.1K +1,391 +13%
GM
1935
GeoWealth Management
Illinois
$818K -$384K -5,389 -32%
BONH
1936
Bank of New Hampshire
New Hampshire
$817K – – –
MGWA
1937
Monument Group Wealth Advisors
Massachusetts
$816K +$51.3K +720 +7%
MAM
1938
Madison Asset Management
Wisconsin
$816K – – –
ES
1939
Eagle Strategies
New York
$815K +$5.56K +78 +0.7%
MWA
1940
Midland Wealth Advisors
Illinois
$815K -$36K -505 -4%
BIAS
1941
Beacon Investment Advisory Services
New Jersey
$813K +$350K +4,919 +75%
GWA
1942
Geometric Wealth Advisors
District of Columbia
$812K +$3.21K +45 +0.4%
MSE
1943
MUFG Securities EMEA
United Kingdom
$810K -$31.2M -438,554 -97%
AF
1944
Aldebaran Financial
$808K +$1.07K +15 +0.1%
PWM
1945
Proathlete Wealth Management
Florida
$806K +$11K +155 +1%
GIA
1946
GHP Investment Advisors
Colorado
$806K +$570 +8 +0.1%
UAG
1947
United Advisor Group
Ohio
$805K +$41K +576 +5%
KJWM
1948
Kiley Juergens Wealth Management
Washington
$802K -$16.9K -237 -2%
ECM
1949
Exchange Capital Management
Michigan
$801K -$158K -2,220 -16%
LFP
1950
Lakeshore Financial Planning
Michigan
$801K -$26.7K -375 -3%
76 77
78
79 80