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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
4301
Capital Investment Management
Missouri
$2.13M -$126K -614 -5%
UFA
4302
Uptown Financial Advisors
Texas
$2.13M +$4.11K +20 +0.2%
TW
4303
ticino wealth
California
$2.13M +$109K +528 +5%
HIGP
4304
Hill Investment Group Partners
Missouri
$2.13M -$617 -3 -0%
SCA
4305
St. Clair Advisors
Ohio
$2.13M – – –
CPC
4306
CFC Planning Company
Indiana
$2.12M +$311K +1,514 +17%
EWP
4307
E-Wealth Partners
Minnesota
$2.12M -$925K -4,498 -30%
B
4308
Birchbrook
Maine
$2.12M -$86.8K -422 -4%
MADR
4309
Milestones Administradora de Recursos
Brazil
$2.12M +$2.18M +10,599 New
PSCM
4310
Per Stirling Capital Management
Texas
$2.12M +$67.8K +330 +3%
OIS
4311
OneAscent Investment Solutions
Alabama
$2.12M -$1.1M -5,367 -34%
PD
4312
Planning Directions
Pennsylvania
$2.11M -$1.09M -5,279 -33%
WFS
4313
Widmann Financial Services
Maryland
$2.11M -$357K -1,735 -14%
DWM
4314
Denver Wealth Management
Colorado
$2.11M -$59.8K -291 -3%
MSG
4315
Main Street Group
Virginia
$2.11M -$149K -723 -6%
LCG
4316
Lakeshore Capital Group
Illinois
$2.1M +$837K +4,072 +63%
SMCM
4317
Sky-Mountain Capital Management
Idaho
$2.1M – – –
PC
4318
PCB Capital
New Jersey
$2.1M -$21.8K -106 -1%
SA
4319
Stewardship Advisors
Pennsylvania
$2.1M -$44.8K -218 -2%
LWM
4320
Lionshead Wealth Management
New York
$2.09M +$56.7K +276 +3%
OWM
4321
OneAscent Wealth Management
Alabama
$2.09M +$619K +3,010 +40%
WAM
4322
Weinberger Asset Management
California
$2.09M +$53.7K +261 +3%
TCM
4323
Traub Capital Management
Massachusetts
$2.09M +$276K +1,340 +15%
PAG
4324
Paladin Advisory Group
Iowa
$2.09M – – –
BFPW
4325
BOK Financial Private Wealth
Colorado
$2.09M -$72.8K -354 -3%