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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
5251
Access Financial Services
Minnesota
$602K +$33.3K +179 +6%
JCIA
5252
Jackson Creek Investment Advisors
Colorado
$602K -$21.2K -114 -3%
FWMP
5253
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$601K -$79.9K -429 -12%
AFP
5254
Arnold Financial Planning
Iowa
$601K +$599K +3,220 New
JWM
5255
JHP Wealth Management
Colorado
$600K +$599K +3,219 New
CA
5256
Corrado Advisors
New Jersey
$598K -$24.9K -134 -4%
FF
5257
Fortitude Financial
Washington
$598K +$596K +3,204 New
HFG
5258
Harborfront Financial Group
Michigan
$597K +$596K +3,202 New
ACM
5259
Argyle Capital Management
Pennsylvania
$597K -$55.8K -300 -9%
BDPWM
5260
Barnes Dennig Private Wealth Management
Ohio
$596K +$91.2K +490 +18%
TF
5261
Tandem Financial
Colorado
$595K +$19.7K +106 +2%
NSG
5262
Nalls Sherbakoff Group
Tennessee
$594K -$199K -1,067 -25%
MC
5263
Marest Capital
California
$594K – – –
DWA
5264
Delta Wealth Advisors
Indiana
$590K +$9.31K +50 +2%
RFS
5265
Retirement Financial Solutions
Tennessee
$589K -$24.2K -130 -4%
SPIO
5266
Seven Post Investment Office
California
$588K +$587K +3,151 New
SFA
5267
Seneca Financial Advisors
New York
$587K -$114K -611 -16%
SAP
5268
Strategic Advisory Partners
North Carolina
$586K +$585K +3,141 New
IIM
5269
Illumine Investment Management
Washington
$583K -$256K -1,375 -31%
VWA
5270
Valued Wealth Advisors
Utah
$583K +$77.8K +418 +15%
BFS
5271
Bare Financial Services
Pennsylvania
$582K -$156K -839 -21%
Hirtle Callaghan & Co
5272
Hirtle Callaghan & Co
Pennsylvania
$582K +$581K +3,120 New
MTC
5273
Matrix Trust Company
Colorado
$580K +$40.4K +217 +8%
RTL
5274
Red Tortoise LLC
Georgia
$579K -$45.2K -243 -7%
SC
5275
Soundwatch Capital
Connecticut
$579K -$558 -3 -0.1%