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Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
2601
Wolf Group Capital Advisors
Virginia
$463K +$388K +7,839 New
IWN
2602
Independent Wealth Network
Iowa
$460K -$55.8K -1,127 -13%
MFT
2603
Moisand Fitzgerald Tamayo
Florida
$459K
ALAM
2604
Asahi Life Asset Management
Japan
$458K -$2.48K -50 -0.6%
SIA
2605
Sage Investment Advisers
New York
$458K +$384K +7,749 New
SAM
2606
Seelaus Asset Management
New Jersey
$456K -$66.8K -1,349 -15%
DOA
2607
D'Orazio & Associates
Virginia
$456K +$46.5K +939 +14%
RC
2608
RBO & Co
California
$455K -$41.1K -830 -10%
GPWA
2609
Great Point Wealth Advisors
Massachusetts
$454K
LCM
2610
Liberty Capital Management
Michigan
$454K
PTB
2611
Pioneer Trust Bank
Oregon
$453K +$4.96K +100 +1%
SA
2612
SRH Advisors
Kansas
$452K
CI
2613
Carroll Investors
South Carolina
$452K +$382K +7,712 New
MMM
2614
Mendel Money Management
Illinois
$450K -$68.4K -1,380 -15%
CC
2615
Cornerstone Capital
California
$449K +$49.5K +1,000 +15%
BDFN
2616
Bond & Devick Financial Network
Minnesota
$448K
BWM
2617
BigSur Wealth Management
Florida
$446K
IWA
2618
Inspirion Wealth Advisors
Illinois
$446K +$375K +7,560 New
LTI
2619
Laffer Tengler Investments
Tennessee
$446K +$50 +1 +0%
CFAM
2620
Coury Firm Asset Management
Pennsylvania
$445K +$373K +7,530 New
AWM
2621
AllSquare Wealth Management
New York
$443K -$19.8K -400 -5%
FPGK
2622
Financial Partners Group (Kansas)
Kansas
$443K +$46.2K +933 +12%
KOMWMG
2623
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$443K +$122K +2,463 +49%
KP
2624
Keel Point
Alabama
$442K +$26.4K +532 +8%
NJBEST
2625
New Jersey Better Educational Savings Trust
New Jersey
$441K -$94.1K -1,900 -20%