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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2526
Vivid Wealth Management
Iowa
$538K -$56.4K -109 -10%
FCMC
2527
Founders Capital Management (Connecticut)
Connecticut
$538K – – –
MWM
2528
Maridea Wealth Management
New York
$538K +$529K +1,021 New
JMG Financial Group
2529
JMG Financial Group
Illinois
$536K – – –
CIAS
2530
CFS Investment Advisory Services
New Jersey
$535K +$68.3K +132 +15%
BFC
2531
Bedel Financial Consulting
Indiana
$535K -$6.21K -12 -1%
Mairs & Power Inc
2532
Mairs & Power Inc
Minnesota
$534K +$32.1K +62 +7%
NPF
2533
Norris Perne & French
Michigan
$534K – – –
FCM
2534
Fire Capital Management
California
$534K +$525K +1,014 New
BHB
2535
Bank Hapoalim BM
Israel
$533K -$59.5K -115 -10%
DW
2536
Durante & Waters
New York
$533K – – –
HCP
2537
Hexagon Capital Partners
Arkansas
$531K +$158K +305 +43%
BBW
2538
Blue Barn Wealth
Utah
$529K +$5.18K +10 +1%
COCM
2539
Charter Oak Capital Management
New Hampshire
$528K +$12.9K +25 +3%
Foster Group
2540
Foster Group
Iowa
$528K +$59.5K +115 +13%
FIM
2541
Fernwood Investment Management
Massachusetts
$527K -$40.9K -79 -7%
KWM
2542
Kanen Wealth Management
Florida
$527K – – –
LCM
2543
Lattice Capital Management
Washington
$527K – – –
SIM
2544
SSI Investment Management
California
$526K – – –
AFM
2545
Aspetuck Financial Management
Connecticut
$525K +$516K +997 New
FDW
2546
Fourth Dimension Wealth
Ohio
$525K +$516K +996 New
HFM
2547
Hartford Financial Management
Connecticut
$524K -$1.55K -3 -0.3%
MWM
2548
MBE Wealth Management
Wisconsin
$524K -$51.3K -99 -9%
JWBC
2549
J.W. Burns & Co
New York
$524K – – –
DWS
2550
Discipline Wealth Solutions
South Carolina
$523K – – –