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Name Holding Trade Value Shares
Change
Change in
Stake
WDL
2426
Well Done LLC
Michigan
$324K -$318 -9 -0.1%
LCWP
2427
Legacy Capital Wealth Partners
Arkansas
$322K +$343K +9,712 New
CWM
2428
CCG Wealth Management
California
$322K +$3.54K +100 +1%
EW
2429
Element Wealth
Mississippi
$321K +$8.17K +231 +2%
PJSIMP
2430
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K +$23.9K +677 +7%
KLI
2431
Kelman-Lazarov Inc
Tennessee
$321K -$3.18K -90 -0.9%
WF
2432
Wayfinding Financial
Washington
$320K +$16.6K +469 +5%
CFA
2433
Cahill Financial Advisors
Minnesota
$320K +$67.9K +1,920 +25%
BBW
2434
Blue Barn Wealth
Utah
$319K +$28.6K +809 +9%
SIAG
2435
Safeguard Investment Advisory Group
California
$319K -$1.63K -46 -0.5%
CC
2436
Constitution Capital
Connecticut
$319K -$41.8K -1,182 -11%
FW
2437
FirstPurpose Wealth
Utah
$317K +$41.4K +1,172 +14%
QFA
2438
Quantum Financial Advisors
California
$317K +$123K +3,486 +57%
BG
2439
Bellevue Group
Switzerland
$317K +$338K +9,555 New
EIA
2440
Eldridge Investment Advisors
New Hampshire
$316K -$10.1K -286 -3%
OL
2441
Optas LLC
Texas
$316K -$38.2K -1,080 -10%
OCPWS
2442
One Charles Private Wealth Services
Massachusetts
$316K -$30.2K -853 -8%
CWP
2443
Curated Wealth Partners
California
$315K -$44.5K -1,259 -12%
BAMG
2444
Brand Asset Management Group
Missouri
$315K +$1.66K +47 +0.5%
AAS
2445
Asset Allocation Strategies
Michigan
$314K +$7.32K +207 +2%
TFP
2446
Triune Financial Partners
Kansas
$314K +$1.91K +54 +0.6%
MAM
2447
MWA Asset Management
Massachusetts
$314K +$334K +9,457 New
FDCC
2448
Foster Dykema Cabot & Co
Massachusetts
$312K +$84.9K +2,400 +34%
CAC
2449
Core Alternative Capital
Georgia
$311K +$460 +13 +0.1%
RFN
2450
Redwood Financial Network
Ohio
$311K -$142K -4,022 -30%