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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
926
Groesbeck Investment Management
New Jersey
$319K +$68 +1 +0%
EFS
927
Essex Financial Services
Connecticut
$318K +$27.5K +406 +10%
PFM
928
Patton Fund Management
Texas
$315K +$56.5K +835 +24%
MAWA
929
Moss Adams Wealth Advisors
Washington
$315K +$879 +13 +0.3%
VWM
930
Venturi Wealth Management
Texas
$313K -$8.12K -120 -3%
CFS
931
Coordinated Financial Services
Colorado
$313K +$1.49K +22 +0.5%
LI
932
LMCG Investments
Massachusetts
$312K
BWM
933
Birchcreek Wealth Management
Ohio
$312K -$1.28K -19 -0.4%
MA
934
Montag & Associates
Georgia
$312K
KCM
935
Kanawha Capital Management
Virginia
$311K -$33.8K -500 -10%
PE
936
PCM Encore
Colorado
$310K +$11.2K +165 +4%
CCMG
937
Connecticut Capital Management Group
Connecticut
$308K -$1.69K -25 -0.6%
CA
938
Claro Advisors
Massachusetts
$307K +$287K +4,247 New
1WM
939
1900 Wealth Management
Texas
$304K +$8.59K +127 +3%
IFG
940
Independent Financial Group
California
$304K -$262K -3,869 -48%
SIA
941
Soltis Investment Advisors
Utah
$303K +$24.2K +358 +9%
SWA
942
Sax Wealth Advisors
New Jersey
$303K
JAG
943
Journey Advisory Group
Kentucky
$303K -$369K -5,455 -57%
SFC
944
SYM Financial Corp
Indiana
$302K -$8.46K -125 -3%
PFT
945
Providence First Trust
Arizona
$302K +$283K +4,178 New
PWP
946
Phillips Wealth Planners
Mississippi
$302K -$46.4K -686 -13%
MCA
947
MSH Capital Advisors
Arizona
$301K +$6.97K +103 +3%
V
948
VeraBank
Texas
$301K
PWG
949
Portside Wealth Group
Utah
$301K +$62.2K +920 +28%
VA
950
VestGen Advisors
Illinois
$299K +$313K +4,634 New