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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2576
Seamount Financial Group
Colorado
$573K
APW
2577
Acima Private Wealth
Virginia
$573K
CAM
2578
Campion Asset Management
Virginia
$573K -$4.5K -39 -0.8%
UWPG
2579
Ullmann Wealth Partners Group
Florida
$573K +$125K +1,081 +29%
JCM
2580
Jacobsen Capital Management
Utah
$572K +$5.43K +47 +1%
CFA
2581
Cahill Financial Advisors
Minnesota
$572K -$3.12K -27 -0.6%
FWP
2582
Flatrock Wealth Partners
California
$570K +$11K +95 +2%
WIM
2583
Warwick Investment Management
Texas
$569K -$39.7K -344 -7%
FAN
2584
Financial Advisors Network
California
$569K -$2.88M -24,917 -84%
NO
2585
Ninety One
South Africa
$569K -$2.33M -20,169 -81%
SWRP
2586
Summit Wealth & Retirement Planning
California
$568K +$30.6K +265 +6%
AC
2587
Annandale Capital
Texas
$568K +$2.54K +22 +0.5%
MWA
2588
Medallion Wealth Advisors
Connecticut
$567K +$88.4K +766 +19%
FCFC
2589
First Citizens Financial Corp
Iowa
$567K +$23.1K +200 +4%
CFGA
2590
Cambridge Financial Group (Arizona)
Arizona
$567K -$116K -1,009 -18%
BC
2591
Barrett & Company
Rhode Island
$565K -$54K -468 -9%
ACM
2592
Armbruster Capital Management
New York
$564K +$46.2K +400 +9%
SAM
2593
Sawgrass Asset Management
Florida
$564K -$7.39K -64 -1%
CSA
2594
Cottage Street Advisors
Massachusetts
$563K +$231 +2 +0%
MFWP
2595
Mosaic Family Wealth Partners
Missouri
$562K +$99.2K +859 +23%
LK
2596
Lumbard & Kellner
New Hampshire
$562K
SWA
2597
Strata Wealth Advisors
Texas
$562K +$2.89K +25 +0.5%
DAC
2598
Dividend Assets Capital
South Carolina
$560K -$69.3K -600 -11%
LGG
2599
Luts & Greenleigh Group
Maryland
$558K +$1.27K +11 +0.2%
CC
2600
Cornerstone Capital
California
$556K +$7.62K +66 +1%