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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3676
Marion Wealth Management
Pennsylvania
$3.81M -$223K -1,085 -5%
ARG
3677
Advisory Resource Group
Oklahoma
$3.81M +$259K +1,259 +7%
RPGNY
3678
Retirement Planning Group (New York)
New York
$3.8M +$88.4K +430 +2%
PCM
3679
Prospera Capital Management
Arizona
$3.8M +$20.1K +98 +0.5%
Cohen & Steers
3680
Cohen & Steers
New York
$3.8M +$103K +500 +3%
DCM
3681
Deuterium Capital Management
Florida
$3.8M – – –
MSWM
3682
Mowery & Schoenfeld Wealth Management
Illinois
$3.8M +$12.3K +60 +0.3%
FCM
3683
Fourpath Capital Management
Oklahoma
$3.79M -$81.4K -396 -2%
SI
3684
Stonekeep Investments
New Mexico
$3.79M +$94K +457 +2%
GC
3685
GatePass Capital
Ohio
$3.79M +$194K +945 +5%
MWP
3686
Meredith Wealth Planning
Illinois
$3.78M +$36K +175 +0.9%
BW
3687
BXM Wealth
Colorado
$3.78M +$1.19M +5,810 +44%
REMPR
3688
Roof Eidam Maycock Peralta (REMP)
California
$3.77M +$10.3K +50 +0.3%
UBV
3689
United Bank (Virginia)
Virginia
$3.76M -$159K -773 -4%
SRC
3690
Shufro Rose & Co
New York
$3.76M -$278K -1,350 -7%
BWM
3691
Birchcreek Wealth Management
Ohio
$3.75M +$262K +1,275 +7%
BDF
3692
Black Diamond Financial
Maryland
$3.74M -$134K -654 -3%
LWM
3693
LightSquare Wealth Management
Michigan
$3.74M +$10.1K +49 +0.3%
FFC
3694
Frederick Financial Consultants
Maryland
$3.73M -$26.5K -129 -0.7%
BCM
3695
Bienville Capital Management
New York
$3.73M +$478K +2,324 +14%
LBC
3696
Lane Brothers & Co
Arizona
$3.72M -$47.7K -232 -1%
IDA
3697
Intelligence Driven Advisers
California
$3.72M +$1.2M +5,856 +46%
SWG
3698
Summit Wealth Group
Vermont
$3.71M -$1.74M -8,458 -31%
MHWM
3699
Montz Harcus Wealth Management
Louisiana
$3.71M +$6.99K +34 +0.2%
YWS
3700
Yarger Wealth Strategies
Ohio
$3.7M +$96.4K +469 +3%