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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2776
Walker Asset Management
Missouri
$5.31M +$25K +199 +0.6%
CF
2777
Claris Financial
Virginia
$5.31M -$1.25M -9,956 -23%
IWS
2778
Insight Wealth Strategies
California
$5.29M +$102K +811 +2%
BV
2779
Boxwood Ventures
Illinois
$5.29M -$2.27M -18,031 -35%
GMFG
2780
Greater Midwest Financial Group
Minnesota
$5.27M +$1.59M +12,609 +61%
SCA
2781
Sulzberger Capital Advisors
Florida
$5.27M +$94.3K +749 +2%
SPW
2782
Sonoma Private Wealth
California
$5.26M +$132K +1,046 +3%
PIA
2783
Powell Investment Advisors
Florida
$5.26M -$1.66M -13,153 -28%
PIP
2784
Peachtree Investment Partners
Florida
$5.26M +$1.08M +8,584 +35%
CCG
2785
Coastwise Capital Group
California
$5.25M -$19K -151 -0.5%
MWM
2786
Mattern Wealth Management
Kansas
$5.24M -$32K -254 -0.8%
CAM
2787
Columbia Asset Management
Michigan
$5.24M +$233K +1,851 +6%
LWM
2788
LJI Wealth Management
Indiana
$5.24M +$46.7K +371 +1%
NWAG
2789
Net Worth Advisory Group
Utah
$5.23M +$109K +864 +3%
MSWM
2790
McGlone Suttner Wealth Management
Wisconsin
$5.22M +$202K +1,603 +5%
Fuller & Thaler Asset Management
2791
Fuller & Thaler Asset Management
California
$5.22M -$5.47M -43,481 -57%
TNA
2792
True North Advisors
Texas
$5.21M +$1.07M +8,488 +35%
CPG
2793
Cornerstone Planning Group
New Jersey
$5.2M +$98.2K +780 +3%
HIM
2794
Hanlon Investment Management
New Jersey
$5.2M -$100K -798 -2%
C1AG
2795
Client 1st Advisory Group
Florida
$5.2M +$3.11M +24,714 +302%
NSIM
2796
North Star Investment Management
Illinois
$5.19M +$74.6K +593 +2%
BCM
2797
Boreal Capital Management
Florida
$5.19M +$4.13M +32,856 New
SP
2798
Stablepoint Partners
Massachusetts
$5.19M -$353K -2,804 -8%
SIAG
2799
Safeguard Investment Advisory Group
California
$5.17M -$496K -3,939 -11%
LEA
2800
Legacy Edge Advisors
New York
$5.17M +$91.5K +727 +2%