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Name Holding Trade Value Shares
Change
Change in
Stake
AA
5451
AJ Advisors
Tennessee
$476K -$13.2K -64 -3%
AAM
5452
American Asset Management
Florida
$473K +$92.5K +450 +23%
AC
5453
ASB Consultores
Florida
$472K
AGP
5454
Aspire Growth Partners
Florida
$471K +$7.81K +38 +2%
RIG
5455
Ramiah Investment Group
Wisconsin
$469K -$15K -73 -3%
MWA
5456
Madson Wealth Advisors
California
$467K +$411 +2 +0.1%
CCA
5457
Cottonwood Capital Advisors
Utah
$465K -$1.03K -5 -0.2%
FAP
5458
Financial Advisory Partners
Florida
$462K -$6.58K -32 -1%
BBFA
5459
Brindle & Bay Financial Advisors
Texas
$461K +$474K +2,304 New
PVI
5460
Pura Vida Investments
New York
$460K -$41.1K -200 -8%
BBNB
5461
Baker Boyer National Bank
Washington
$459K +$48.7K +237 +12%
CWWM
5462
Curry Webb Wealth Management
Indiana
$457K +$47.5K +231 +11%
RIM
5463
RW Investment Management
Idaho
$457K -$617 -3 -0.1%
BCA
5464
Bitterroot Capital Advisors
Montana
$456K -$117K -570 -20%
PFGWM
5465
Price Financial Group Wealth Management
Oregon
$454K +$411 +2 +0.1%
CW
5466
Curio Wealth
Maryland
$454K +$4.93K +24 +1%
TFG
5467
Tilson Financial Group
New Jersey
$451K +$62.7K +305 +16%
GCIA
5468
Gabelli & Co Investment Advisers
New York
$450K
SSW
5469
Stone Summit Wealth
Florida
$446K +$42.8K +208 +10%
BI
5470
BlueSpruce Investments
Illinois
$446K +$458K +2,228 New
CCP
5471
Cushing Capital Partners
Wisconsin
$445K +$10.9K +53 +2%
MW
5472
Merited Wealth
Florida
$444K +$7.61K +37 +2%
NPI
5473
New Perspectives Inc
Mississippi
$443K
FWWM
5474
Fiscal Wisdom Wealth Management
Connecticut
$442K -$47.1K -229 -9%
HWA
5475
Heritage Wealth Architects
Minnesota
$442K