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Name Holding Trade Value Shares
Change
Change in
Stake
FL
2801
Fort LP
Maryland
$307K -$4.2K -39 -1%
FA
2802
Fiducient Advisors
Illinois
$307K +$319K +2,960 New
HGWM
2803
Horst & Graben Wealth Management
Oregon
$306K +$53.7K +498 +20%
IPW
2804
Intergy Private Wealth
Colorado
$306K -$4.31K -40 -1%
MFG
2805
MTM Financial Group
Pennsylvania
$306K – – –
CIG
2806
Cascade Investment Group
Colorado
$305K +$1.62K +15 +0.5%
BCM
2807
Brown Capital Management
Maryland
$305K +$37.7K +350 +13%
MIM
2808
Merrion Investment Management
New Jersey
$301K – – –
RC
2809
Reik & Co
New York
$300K +$2.7K +25 +0.9%
WAC
2810
William Allan Corp
Colorado
$300K +$5.93K +55 +2%
MLFP
2811
MPS Loria Financial Planners
Illinois
$300K +$15.5K +144 +5%
GA
2812
Gateway Advisory
New Jersey
$299K +$26.4K +245 +9%
SSWM
2813
Strait & Sound Wealth Management
California
$299K +$4.85K +45 +2%
CWM
2814
Cedar Wealth Management
California
$299K – – –
PFG
2815
PAX Financial Group
Texas
$299K +$3.77K +35 +1%
PAG
2816
Powers Advisory Group
Illinois
$298K +$1.62K +15 +0.5%
BWM
2817
BlackDiamond Wealth Management
New York
$298K +$3.66K +34 +1%
NRD
2818
Nebula Research & Development
New York
$298K +$312K +2,891 New
QFA
2819
Quantum Financial Advisors
California
$297K – – –
Marex Group
2820
Marex Group
$297K +$311K +2,883 New
NFSG
2821
Newbridge Financial Services Group
Florida
$297K +$21.7K +201 +8%
SIG
2822
Spinnaker Investment Group
California
$296K +$3.56K +33 +1%
EGWAG
2823
Elwood & Goetz Wealth Advisory Group
Georgia
$296K +$310K +2,880 New
MFWP
2824
Mosaic Family Wealth Partners
Missouri
$296K – – –
WLIM
2825
White Lighthouse Investment Management
Massachusetts
$296K – – –