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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2051
Forum Finance Group
$20K +$29.4K +250 New
KG
2052
Kilter Group
New York
$19.9K +$4.71K +40 +27%
Chilton Capital Management
2053
Chilton Capital Management
Texas
$19.3K -$11.2K -95 -34%
UFPG
2054
United Financial Planning Group
New York
$18.8K +$8.23K +70 +64%
Geneos Wealth Management
2055
Geneos Wealth Management
Colorado
$18.7K +$6.94K +59 +49%
CSC
2056
Caldwell Sutter Capital
California
$18.4K +$6K +51 +41%
PMFA
2057
Plante Moran Financial Advisors
Michigan
$18.3K +$8.23K +70 +67%
RWM
2058
Raffa Wealth Management
District of Columbia
$18K +$235 +2 +1%
MAM
2059
Marquette Asset Management
Minnesota
$18K +$20.2K +172 New
BW
2060
Bravera Wealth
North Dakota
$17.8K +$15.9K +135 +386%
CA
2061
Crewe Advisors
Utah
$17.6K +$9.41K +80 +91%
MWPCG
2062
Measured Wealth Private Client Group
New Hampshire
$17.3K – – –
VWA
2063
Valued Wealth Advisors
Utah
$17.1K +$3.41K +29 +21%
SFG
2064
Strive Financial Group
Indiana
$17K +$16.4K +139 +556%
BA
2065
Blueline Advisors
New Hampshire
$16.7K – – –
NWMP
2066
Noble Wealth Management PBC
Colorado
$16.7K – – –
FMP
2067
Financial Management Professionals
Texas
$16.4K -$42.1K -358 -70%
AI
2068
Atomic Invest
New York
$16.1K +$10.9K +93 +152%
SC
2069
Steph & Co
Wisconsin
$15.7K -$32.9K -280 -65%
LFASL
2070
Lugano Financial Advisors SA (LFA)
Switzerland
$15.7K -$3.53K -30 -17%
CFM
2071
Cornerstone Financial Management
Massachusetts
$15.4K +$2.59K +22 +18%
BOJHT
2072
Bank of Jackson Hole Trust
Wyoming
$15.3K -$2.23K -19 -12%
BSB
2073
Bangor Savings Bank
Maine
$15.2K – – –
OAJ
2074
Ogorek Anthony Joseph
New York
$15K +$8.12K +69 +86%
FIA
2075
FNY Investment Advisers
New York
$15K +$17.6K +150 New