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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2626
Rooted Wealth Advisors
Illinois
$776K -$50.5K -155 -8%
SWP
2627
Semus Wealth Partners
Florida
$775K +$101K +309 +16%
FMP
2628
Financial Management Professionals
Texas
$773K +$316K +971 +80%
CG
2629
Clifford Group
Massachusetts
$771K – – –
PP
2630
Patten & Patten
Tennessee
$770K -$91.5K -281 -11%
AIP
2631
Almanack Investment Partners
Pennsylvania
$768K +$4.88K +15 +0.7%
MWAM
2632
Manhattan West Asset Management
California
$768K -$58.6K -180 -8%
VCM
2633
Viewpoint Capital Management
Washington
$768K – – –
CWM
2634
Cedar Wealth Management
California
$767K -$1.63K -5 -0.2%
TCM
2635
Traynor Capital Management
Pennsylvania
$766K -$199K -612 -22%
OIM
2636
Oder Investment Management
California
$763K +$37.8K +116 +6%
CIAS
2637
CFS Investment Advisory Services
New Jersey
$761K +$184K +566 +36%
TC
2638
TAP Consulting
Missouri
$759K +$2.28K +7 +0.3%
OP
2639
ORG Partners
Indiana
$759K +$130K +400 +23%
SN
2640
Sittner & Nelson
Oregon
$758K -$65.1K -200 -9%
VWM
2641
Vigilare Wealth Management
Arizona
$758K -$2.6K -8 -0.4%
SSW
2642
Smith Shellnut Wilson
Mississippi
$758K +$78.2K +240 +13%
DIP
2643
DT Investment Partners
Pennsylvania
$758K – – –
CSIA
2644
Conrad Siegel Investment Advisors
Pennsylvania
$756K +$42K +129 +6%
CWA
2645
Clarus Wealth Advisors
Arizona
$756K +$655K +2,011 New
TWP
2646
Tempus Wealth Planning
California
$756K +$4.23K +13 +0.6%
FTA
2647
Financial & Tax Architects
Missouri
$756K -$227K -696 -25%
AS
2648
Altshuler Shaham
Israel
$754K +$608K +1,867 +710%
Cohen & Steers
2649
Cohen & Steers
New York
$753K -$404K -1,242 -37%
NRC
2650
New Republic Capital
North Carolina
$753K +$70K +215 +11%