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Name Holding Trade Value Shares
Change
Change in
Stake
CNAM
2276
Campbell Newman Asset Management
Wisconsin
$300K – – –
MAG
2277
Mayfair Advisory Group
Alabama
$300K – – –
YMRC
2278
Yorktown Management & Research Company
Virginia
$300K – – –
IAMOG
2279
Investors Asset Management of Georgia
Georgia
$300K +$7.66K +29 +3%
GC
2280
Garde Capital
Washington
$299K +$9.51K +36 +4%
PIM
2281
Profit Investment Management
Maryland
$298K – – –
PWM
2282
Peterson Wealth Management
Nevada
$298K +$270K +1,022 New
LC
2283
Lunia Capital
Texas
$298K +$270K +1,024 New
KOMWMG
2284
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$297K -$3.7K -14 -1%
VCM
2285
Versant Capital Management
Arizona
$296K -$4.23K -16 -2%
BB
2286
Bell Bank
North Dakota
$296K +$4.23K +16 +2%
FWP
2287
FAS Wealth Partners
Kansas
$296K +$269K +1,017 New
AWC
2288
Abundance Wealth Counselors
Pennsylvania
$295K – – –
AWE
2289
Avidian Wealth Enterprises
Texas
$294K -$428K -1,620 -62%
AAS
2290
Annex Advisory Services
Wisconsin
$294K +$792 +3 +0.3%
DAM
2291
Delta Asset Management
Tennessee
$294K +$1.32K +5 +0.5%
ACG
2292
Allen Capital Group
Nebraska
$293K – – –
NGA
2293
Naples Global Advisors
Florida
$293K – – –
COF
2294
Capital One Financial
Virginia
$293K +$266K +1,006 New
HWMG
2295
Hurlow Wealth Management Group
Indiana
$292K -$2.11K -8 -0.8%
V
2296
VeraBank
Texas
$292K – – –
DWM
2297
Doyle Wealth Management
Florida
$292K +$1.32K +5 +0.5%
BSA
2298
Braun Stacey Associates
New York
$291K – – –
CH
2299
Canton Hathaway
Rhode Island
$291K – – –
FFWM
2300
Future Financial Wealth Management
Ohio
$291K – – –