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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
3026
Claret Asset Management
Quebec, Canada
$6.43M -$77.7K -378 -1%
MSWM
3027
McGlone Suttner Wealth Management
Wisconsin
$6.42M +$117K +568 +2%
LCAM
3028
London & Capital Asset Management
United Kingdom
$6.42M +$859K +4,176 +15%
PG
3029
Proffitt & Goodson
Tennessee
$6.41M +$82.4K +401 +1%
NPA
3030
Nichols & Pratt Advisers
Massachusetts
$6.4M +$111K +540 +2%
TSW
3031
Three Seasons Wealth
Utah
$6.4M +$1.9M +9,253 +41%
AWMT
3032
AAFMAA Wealth Management & Trust
North Carolina
$6.4M -$136K -663 -2%
GWM
3033
Goldenstone Wealth Management
California
$6.4M +$168K +816 +3%
AI
3034
ArchPoint Investors
Florida
$6.4M +$411 +2 +0%
IA
3035
IFG Advisors
Missouri
$6.39M +$5.96K +29 +0.1%
FIB
3036
First Interstate Bank
Montana
$6.39M +$149K +724 +2%
DWML
3037
Decker Wealth Management LLC
Tennessee
$6.38M -$111K -538 -2%
LNB
3038
Ledyard National Bank
$6.38M +$860K +4,183 +15%
SFG
3039
Strive Financial Group
Indiana
$6.38M -$389K -1,894 -6%
W
3040
Wealthquest
Ohio
$6.37M +$923K +4,488 +16%
CCG
3041
Coastwise Capital Group
California
$6.36M +$526K +2,560 +9%
S
3042
SharpePoint
Arizona
$6.35M -$38K -185 -0.6%
SSA
3043
SSA Swiss Advisors
$6.33M +$366K +1,778 +6%
BAG
3044
Bridgewealth Advisory Group
California
$6.32M +$78.7K +383 +1%
BFG
3045
Bouchey Financial Group
New York
$6.31M +$636K +3,091 +11%
IWM
3046
Iams Wealth Management
Nebraska
$6.31M -$526K -2,560 -8%
RB
3047
Richmond Brothers
Michigan
$6.3M +$6.47M +31,477 New
EM
3048
ELCO Management
New York
$6.28M +$64.1K +312 +1%
LJCM
3049
Lee Johnson Capital Management
Texas
$6.28M -$973K -4,730 -13%
LPFG
3050
Landing Point Financial Group
Ohio
$6.28M -$185K -900 -3%