Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2251
Morningstar Investment Management
Illinois
$534K +$90.2K +2,088 +19%
TA
2252
Tiedemann Advisors
New York
$534K -$8.08K -187 -1%
JFA
2253
JNBA Financial Advisors
Minnesota
$534K +$648 +15 +0.1%
AMR
2254
Asset Management Resources
Massachusetts
$533K +$99.6K +2,305 +21%
BW
2255
BIP Wealth
Georgia
$533K +$565K +13,072 New
CSWG
2256
Cardinal Strategic Wealth Guidance
Kentucky
$532K -$110K -2,556 -16%
EFG
2257
Everhart Financial Group
Ohio
$532K -$13.6K -316 -2%
KA
2258
Klingman & Associates
New York
$531K -$10.2K -237 -2%
OFW
2259
Omnia Family Wealth
Florida
$531K -$8.64K -200 -2%
AWS
2260
Aspen Wealth Strategies
Colorado
$531K +$42.9K +994 +8%
MPCG
2261
Matrix Private Capital Group
New York
$530K -$11.6K -268 -2%
IGGA
2262
Iron Gate Global Advisors
Utah
$530K +$302 +7 +0.1%
FBB
2263
Fulton Breakefield Broenniman
Maryland
$528K -$6.51M -150,820 -92%
WAM
2264
Winslow Asset Management
Ohio
$528K -$3.58K -83 -0.6%
LPAM
2265
Lodestar Private Asset Management
California
$528K -$18.1K -420 -3%
CSI
2266
Cross Staff Investments
New York
$527K – – –
CYG
2267
Clean Yield Group
Vermont
$527K -$74.3K -1,720 -12%
SWP
2268
Semus Wealth Partners
Florida
$526K +$29.3K +679 +6%
EFM
2269
E Fund Management
China
$526K -$1.51K -35 -0.3%
BFW
2270
Brady Family Wealth
Missouri
$525K – – –
CFA
2271
Compass Financial Advisors
Indiana
$524K -$2.68K -62 -0.5%
WCA
2272
Westover Capital Advisors
Delaware
$523K – – –
RFN
2273
Redwood Financial Network
Ohio
$522K +$21K +486 +4%
RWM
2274
RKL Wealth Management
Pennsylvania
$522K -$71.4K -1,654 -11%
PAG
2275
Powers Advisory Group
Illinois
$521K +$2.76K +64 +0.5%