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Name Holding Trade Value Shares
Change
Change in
Stake
XF
2451
XML Financial
Maryland
$601K +$77.1K +149 +15%
PMSA
2452
Patrick M. Sweeney & Associates
Illinois
$601K +$6.21K +12 +1%
TA
2453
TruWealth Advisors
Louisiana
$601K +$8.28K +16 +1%
MF
2454
Manchester Financial
California
$600K – – –
BF
2455
Brucke Financial
Indiana
$599K +$559K +1,079 New
G
2456
GenTrust
Florida
$599K +$15K +29 +3%
HCM
2457
Horiko Capital Management
New York
$595K – – –
HCM
2458
Hodges Capital Management
Texas
$595K – – –
GSWM
2459
Golden State Wealth Management
California
$595K +$584K +1,129 New
RCA
2460
Ranch Capital Advisors
Florida
$594K +$6.21K +12 +1%
RFP
2461
Root Financial Partners
California
$594K +$163K +314 +39%
WP
2462
Westmount Partners
California
$593K +$38.8K +75 +7%
CA
2463
Centerpoint Advisors
Massachusetts
$593K – – –
WA
2464
WESPAC Advisors
California
$592K – – –
TWM
2465
TCFG Wealth Management
California
$591K +$518 +1 +0.1%
CFS
2466
Commonwealth Financial Services
West Virginia
$591K +$44K +85 +8%
RRCM
2467
Rappaport Reiches Capital Management
Illinois
$590K +$1.55K +3 +0.3%
GHA
2468
GW Henssler & Associates
Georgia
$587K – – –
CF
2469
Convergence Financial
Missouri
$586K – – –
Westwood Holdings Group
2470
Westwood Holdings Group
Texas
$585K -$3.11K -6 -0.5%
WSWA
2471
Warren Street Wealth Advisors
California
$585K +$33.1K +64 +6%
NWMP
2472
Noble Wealth Management PBC
Colorado
$584K +$575K +1,110 New
WSA
2473
Warm Springs Advisors
California
$584K +$574K +1,109 New
OAM
2474
Occidental Asset Management
California
$583K +$159K +308 +39%
BIP Wealth
2475
BIP Wealth
Georgia
$582K +$62.1K +120 +12%