Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
3026
Foster Victor Wealth Advisors
South Carolina
$338K +$89.1K +692 +35%
BCM
3027
Buckhead Capital Management
Georgia
$337K -$4.25K -33 -1%
CCA
3028
Cadent Capital Advisors
Oklahoma
$336K +$1.16K +9 +0.3%
BAM
3029
Blueshift Asset Management
New Jersey
$335K +$349K +2,709 New
KWA
3030
Kellett Wealth Advisors
Ohio
$334K +$129 +1 +0%
CCM
3031
Chiron Capital Management
Florida
$334K – – –
QCIG
3032
Quad-Cities Investment Group
Iowa
$334K +$258 +2 +0.1%
JFG
3033
JMG Financial Group
Illinois
$334K – – –
MLFP
3034
MPS Loria Financial Planners
Illinois
$334K +$644 +5 +0.2%
FFL
3035
Financial Freedom LLC
Ohio
$334K +$1.03K +8 +0.3%
OWM
3036
OneAscent Wealth Management
Alabama
$333K +$9.79K +76 +3%
WAM
3037
Walker Asset Management
Missouri
$331K -$3.22K -25 -0.9%
AAG
3038
Armstrong Advisory Group
Massachusetts
$331K -$7.99K -62 -2%
NCM
3039
Northside Capital Management
Oregon
$331K – – –
SOW
3040
State of Wyoming
Wyoming
$330K +$219K +1,704 +177%
WIC
3041
Whitegate Investment Counselors
New Hampshire
$330K +$1.55K +12 +0.5%
SA
3042
Skyline Advisors
Washington
$330K -$25.6K -199 -7%
PAG
3043
Powers Advisory Group
Illinois
$329K -$4.51K -35 -1%
CIS
3044
Custom Index Systems
New York
$329K -$96.7K -751 -22%
OPPS
3045
Obsidian Personal Planning Solutions
Maryland
$329K +$1.16K +9 +0.3%
SFC
3046
Swisher Financial Concepts
Ohio
$329K – – –
EWM
3047
Elmwood Wealth Management
California
$328K -$4.12K -32 -1%
SCA
3048
Sandy Cove Advisors
Massachusetts
$327K +$26.3K +204 +8%
KCIC
3049
Kuhn & Co Investment Counsel
Illinois
$326K – – –
UWPG
3050
Ullmann Wealth Partners Group
Florida
$326K +$49.6K +385 +17%