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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2601
Wallace Capital Management
Texas
$463K +$198 +4 +0.1%
WGCA
2602
Wolf Group Capital Advisors
Virginia
$463K +$388K +7,839 New
IWN
2603
Independent Wealth Network
Iowa
$460K -$55.8K -1,127 -13%
MFT
2604
Moisand Fitzgerald Tamayo
Florida
$459K – – –
ALAM
2605
Asahi Life Asset Management
Japan
$458K -$2.48K -50 -0.6%
SIA
2606
Sage Investment Advisers
New York
$458K +$384K +7,749 New
SAM
2607
Seelaus Asset Management
New Jersey
$456K -$66.8K -1,349 -15%
DOA
2608
D'Orazio & Associates
Virginia
$456K +$46.5K +939 +14%
RC
2609
RBO & Co
California
$455K -$41.1K -830 -10%
GPWA
2610
Great Point Wealth Advisors
Massachusetts
$454K – – –
LCM
2611
Liberty Capital Management
Michigan
$454K – – –
PTB
2612
Pioneer Trust Bank
Oregon
$453K +$4.96K +100 +1%
SA
2613
SRH Advisors
Kansas
$452K – – –
CI
2614
Carroll Investors
South Carolina
$452K +$382K +7,712 New
MMM
2615
Mendel Money Management
Illinois
$450K -$68.4K -1,380 -15%
CC
2616
Cornerstone Capital
California
$449K +$49.5K +1,000 +15%
BDFN
2617
Bond & Devick Financial Network
Minnesota
$448K – – –
BWM
2618
BigSur Wealth Management
Florida
$446K – – –
IWA
2619
Inspirion Wealth Advisors
Illinois
$446K +$375K +7,560 New
LTI
2620
Laffer Tengler Investments
Tennessee
$446K +$50 +1 +0%
CFAM
2621
Coury Firm Asset Management
Pennsylvania
$445K +$373K +7,530 New
AWM
2622
AllSquare Wealth Management
New York
$443K -$19.8K -400 -5%
FPGK
2623
Financial Partners Group (Kansas)
Kansas
$443K +$46.2K +933 +12%
KOMWMG
2624
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$443K +$122K +2,463 +49%
KP
2625
Keel Point
Alabama
$442K +$26.4K +532 +8%