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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
901
Manchester Capital Management
Vermont
$408K +$69 +1 +0%
PCM
902
Polymer Capital Management
New York
$406K +$391K +5,662 New
EA
903
Efficient Advisors
Ohio
$403K +$388K +5,619 New
PWP
904
Phillips Wealth Planners
Mississippi
$401K -$26K -377 -6%
WCM
905
Weik Capital Management
Pennsylvania
$401K
CI
906
Cherokee Insurance
Michigan
$395K
BRWA
907
B. Riley Wealth Advisors
Florida
$394K +$380K +5,496 New
BWM
908
Birchcreek Wealth Management
Ohio
$390K -$19.9K -288 -5%
GL
909
Graypoint LLC
New York
$390K -$17.2K -249 -4%
RWPA
910
Richard W. Paul & Associates
Michigan
$387K -$829 -12 -0.2%
SCM
911
Spreng Capital Management
Ohio
$385K
SSC
912
Syverson Strege & Co
Iowa
$385K +$371K +5,367 New
MA
913
Mutual Advisors
Nebraska
$382K -$18.4K -266 -5%
WCA
914
Westover Capital Advisors
Delaware
$382K +$50.6K +733 +16%
DAS
915
Diversify Advisory Services
Utah
$382K +$358K +5,189 New
DWA
916
Delap Wealth Advisory
Oregon
$380K
FSBI
917
Fearless Solutions (Best Invest)
Texas
$379K
RPGK
918
Retirement Planning Group (Kansas)
Kansas
$378K
PPWP
919
Premier Path Wealth Partners
New Jersey
$377K +$32.1K +465 +10%
FFS
920
Flavin Financial Services
Florida
$376K -$94.3K -1,366 -21%
CI
921
Conning Inc
Connecticut
$374K +$6.84K +99 +2%
CIAS
922
Capital Investment Advisory Services
North Carolina
$372K -$23.6K -342 -6%
TC
923
TownSquare Capital
Utah
$372K -$705K -10,206 -66%
AIM
924
Advyzon Investment Management
Illinois
$371K +$18.6K +269 +5%
CCM
925
Cutler Capital Management
Massachusetts
$370K