Name Holding Trade Value Shares
Change
Change in
Stake
RMP
1476
Richards, Merrill & Peterson
Washington
$332K +$361K +792 New
CL
1477
CVFG LLC
Indiana
$331K +$360K +790 New
NWAG
1478
Net Worth Advisory Group
Utah
$330K -$5.47K -12 -2%
PMSA
1479
Patrick M. Sweeney & Associates
Illinois
$329K – – –
OWA
1480
One Wealth Advisors
California
$329K -$103K -226 -22%
AFG
1481
ABLE Financial Group
Arizona
$329K -$40.6K -89 -10%
SL
1482
Summitry LLC
California
$325K +$37.4K +82 +12%
RWP
1483
Revolve Wealth Partners
New Jersey
$325K +$43.7K +96 +14%
RFN
1484
RDA Financial Network
Iowa
$325K +$29.6K +65 +9%
NCM
1485
Northside Capital Management
Oregon
$325K – – –
AC
1486
ASB Consultores
Florida
$324K -$38.3K -84 -10%
PWG
1487
Portside Wealth Group
Utah
$324K -$7.29K -16 -2%
B
1488
Bellecapital
Switzerland
$323K +$121K +266 +53%
JCM
1489
Jacobsen Capital Management
Utah
$322K -$4.56K -10 -1%
OWP
1490
Obermeyer Wealth Partners
Colorado
$321K -$48.8K -107 -12%
EWA
1491
Exencial Wealth Advisors
Oklahoma
$321K -$179K -392 -34%
MAM
1492
Martingale Asset Management
Massachusetts
$320K -$192K -421 -35%
CWM
1493
Challenger Wealth Management
California
$320K +$349K +765 New
FWM
1494
FFT Wealth Management
Pennsylvania
$319K -$43.3K -95 -11%
MSAM
1495
Moloney Securities Asset Management
Missouri
$318K -$5.01K -11 -1%
DOA
1496
D'Orazio & Associates
Virginia
$318K -$25.5K -56 -7%
RG
1497
Renaissance Group
Kentucky
$318K +$2.73K +6 +0.8%
SMA
1498
Seven Mile Advisory
New Jersey
$317K -$32.8K -72 -9%
GFA
1499
Gallagher Fiduciary Advisors
Illinois
$317K +$58.8K +129 +21%
SCM
1500
Schnieders Capital Management
California
$315K – – –