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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2801
Intergy Private Wealth
Colorado
$306K -$4.31K -40 -1%
MFG
2802
MTM Financial Group
Pennsylvania
$306K
CIG
2803
Cascade Investment Group
Colorado
$305K +$1.62K +15 +0.5%
BCM
2804
Brown Capital Management
Maryland
$305K +$37.7K +350 +13%
MIM
2805
Merrion Investment Management
New Jersey
$301K
RC
2806
Reik & Co
New York
$300K +$2.69K +25 +0.9%
WAC
2807
William Allan Corp
Colorado
$300K +$5.93K +55 +2%
MLFP
2808
MPS Loria Financial Planners
Illinois
$300K +$15.5K +144 +5%
GA
2809
Gateway Advisory
New Jersey
$299K +$26.4K +245 +9%
SSWM
2810
Strait & Sound Wealth Management
California
$299K +$4.85K +45 +2%
CWM
2811
Cedar Wealth Management
California
$299K
PFG
2812
PAX Financial Group
Texas
$299K +$3.77K +35 +1%
PAG
2813
Powers Advisory Group
Illinois
$298K +$1.62K +15 +0.5%
BWM
2814
BlackDiamond Wealth Management
New York
$298K +$3.67K +34 +1%
NRD
2815
Nebula Research & Development
New York
$298K +$312K +2,891 New
QFA
2816
Quantum Financial Advisors
California
$297K
MG
2817
Marex Group
$297K +$311K +2,883 New
NFSG
2818
Newbridge Financial Services Group
Florida
$297K +$21.7K +201 +8%
SIG
2819
Spinnaker Investment Group
California
$296K +$3.56K +33 +1%
EGWAG
2820
Elwood & Goetz Wealth Advisory Group
Georgia
$296K +$310K +2,880 New
MFWP
2821
Mosaic Family Wealth Partners
Missouri
$296K
WLIM
2822
White Lighthouse Investment Management
Massachusetts
$296K
KW
2823
KWB Wealth
California
$296K
AA
2824
Advisory Alpha
Michigan
$296K +$24.6K +228 +9%
BSAM
2825
Blue Square Asset Management
New York
$296K