Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2501
Castle Wealth Management
Florida
$235K -$106K -3,866 -32%
SWG
2502
Summit Wealth Group
Vermont
$234K +$230K +8,368 New
SFA
2503
Souders Financial Advisors
Ohio
$234K +$13.3K +483 +6%
SDH
2504
Sloy Dahl & Holst
Washington
$233K +$25.5K +925 +12%
AWM
2505
Accel Wealth Management
Iowa
$233K +$25.7K +932 +13%
RWS
2506
Resolute Wealth Strategies
Mississippi
$233K -$3.19K -116 -1%
CG
2507
Clarus Group
Texas
$233K -$283K -10,274 -55%
SB
2508
Sunflower Bank
Texas
$233K -$20.6K -750 -8%
NAG
2509
Northstar Advisory Group
New Jersey
$233K +$229K +8,311 New
MWC
2510
MBM Wealth Consultants
Missouri
$232K +$1.84K +67 +0.8%
NCTC
2511
New Covenant Trust Company
Indiana
$232K -$5.73K -208 -3%
CL
2512
COWA LLC
Oklahoma
$232K +$228K +8,278 New
FPCG
2513
Fort Pitt Capital Group
Pennsylvania
$231K -$101K -3,681 -31%
VC
2514
Vicus Capital
Pennsylvania
$230K -$7.16K -260 -3%
PCM
2515
Permanent Capital Management
Illinois
$229K +$261K +9,465 New
LCS
2516
Levin Capital Strategies
New York
$229K +$5.26K +191 +2%
HWM
2517
Howard Wealth Management
Connecticut
$229K -$38.4K -1,396 -15%
S
2518
Sunpointe
Missouri
$229K -$70.6K -2,566 -24%
NIA
2519
NIA Impact Advisors
California
$228K +$15.5K +563 +7%
MAG
2520
Mayfair Advisory Group
Alabama
$227K -$2.56K -93 -1%
SFC
2521
SYM Financial Corp
Indiana
$227K +$224K +8,122 New
MBI
2522
May Barnhard Investments
Maryland
$227K +$223K +8,114 New
LFA
2523
Laraway Financial Advisors
Minnesota
$227K – – –
QWP
2524
Quotient Wealth Partners
Texas
$226K -$23.2K -842 -9%
CWM
2525
CCG Wealth Management
California
$226K +$222K +8,080 New