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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Everence Capital Management
Indiana
$565K +$696K +4,840 New
CFG
602
Citizens Financial Group
Rhode Island
$561K +$26K +181 +4%
IWM
603
IHT Wealth Management
Illinois
$558K -$112K -778 -14%
SF
604
Summit Financial
New Jersey
$557K +$431K +2,996 +171%
MWM
605
Moran Wealth Management
Florida
$556K +$25.3K +176 +4%
JAG
606
Journey Advisory Group
Kentucky
$552K – – –
BJL
607
Brighton Jones LLC
Washington
$543K +$4.6K +32 +0.7%
MCM
608
Monument Capital Management
Virginia
$534K -$9.35K -65 -1%
WWM
609
Waterway Wealth Management
Texas
$532K +$117K +814 +22%
BW
610
BIP Wealth
Georgia
$531K +$2.45K +17 +0.4%
CCM
611
Coldstream Capital Management
Washington
$527K -$22.7K -158 -3%
BCP
612
Blackhawk Capital Partners
Wisconsin
$514K +$105K +727 +20%
FFM
613
Forum Financial Management
Illinois
$511K +$39K +271 +7%
SFS
614
Stiles Financial Services
Minnesota
$511K +$104K +721 +20%
IA
615
IFP Advisors
Florida
$506K +$9.06K +63 +1%
EWA
616
EP Wealth Advisors
California
$505K -$28.3K -197 -4%
CIA
617
CCM Investment Advisers
South Carolina
$504K -$8.14M -56,596 -93%
IFU
618
iSAM Funds (UK)
United Kingdom
$501K +$618K +4,294 New
BIM
619
Baldwin Investment Management
Pennsylvania
$500K -$421K -2,925 -41%
AFG
620
Atomi Financial Group
New York
$499K -$117K -812 -16%
GM
621
GeoWealth Management
Illinois
$499K -$54.8K -381 -8%
CCG
622
Cypress Capital Group
Florida
$499K -$213K -1,480 -26%
SPC
623
Spirepoint Private Client
Florida
$495K +$719 +5 +0.1%
RDWM
624
Red Door Wealth Management
Tennessee
$489K +$21.6K +150 +4%
NRG
625
Nemes Rush Group
Michigan
$488K -$36.3K -252 -6%