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Name Holding Trade Value Shares
Change
Change in
Stake
RW
2126
Rede Wealth
Virginia
$424K -$3.29K -10 -0.8%
PL
2127
Plancorp LLC
Missouri
$423K +$7.57K +23 +2%
KFGK
2128
Keystone Financial Group (Kentucky)
Kentucky
$423K – – –
SW
2129
SkyOak Wealth
Michigan
$421K -$33.6K -102 -8%
SB
2130
Sunflower Bank
Texas
$417K -$35.5K -108 -8%
JHCP
2131
Jackson Hole Capital Partners
Oklahoma
$417K – – –
AWM
2132
Aries Wealth Management
Maine
$416K – – –
MC
2133
Merlin Capital
Rhode Island
$416K -$3.95K -12 -1%
AWS
2134
AJ Wealth Strategies
New York
$415K -$12.2K -37 -3%
SCM
2135
Stevens Capital Management
Pennsylvania
$413K -$445K -1,352 -53%
FP
2136
Financial Perspectives
Minnesota
$411K – – –
MWM
2137
MBE Wealth Management
Wisconsin
$411K +$75.7K +230 +24%
CIA
2138
Citadel Investment Advisory
Ohio
$410K – – –
AFP
2139
Ausdal Financial Partners
Iowa
$409K -$6.58K -20 -2%
ME
2140
McIlrath & Eck
Washington
$408K -$21.7K -66 -5%
DWP
2141
Daymark Wealth Partners
Ohio
$407K +$385K +1,171 New
HFM
2142
Hartford Financial Management
Connecticut
$407K -$60.9K -185 -14%
MA
2143
MONECO Advisors
Connecticut
$406K +$384K +1,168 New
SPIO
2144
Seven Post Investment Office
California
$405K – – –
FCB
2145
First Command Bank
Texas
$403K -$33.6K -102 -8%
FCFS
2146
First Command Financial Services
Texas
$403K -$33.6K -102 -8%
CCFM
2147
Clear Creek Financial Management
Washington
$403K -$91.8K -279 -19%
CWP
2148
Cyndeo Wealth Partners
Florida
$401K +$379K +1,152 New
WP
2149
Westmount Partners
California
$401K +$379K +1,152 New
TFA
2150
Tranquilli Financial Advisor
New Jersey
$399K +$62.5K +190 +20%