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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
601
Menard Financial Group
Texas
$726K +$15.5K +233 +2%
AWS
602
Arkfeld Wealth Strategies
Nebraska
$723K +$364K +5,485 +105%
CAM
603
Creekmur Asset Management
Illinois
$714K +$8.76K +132 +1%
CCM
604
Conway Capital Management
California
$712K -$287K -4,325 -29%
AA
605
Axiom Advisory
California
$710K +$710K +10,710 New
FA
606
Fiduciary Alliance
South Carolina
$709K +$277K +4,174 +64%
CCIA
607
Cherry Creek Investment Advisors
Colorado
$708K -$133K -2,000 -16%
MW
608
Marcum Wealth
Ohio
$703K +$48.6K +733 +7%
TSW
609
Three Seasons Wealth
Utah
$700K +$703K +10,601 New
CPA
610
Cardiff Park Advisors
California
$695K +$9.29K +140 +1%
ECM
611
Evergreen Capital Management
Washington
$694K +$79.7K +1,201 +13%
KA
612
Kercheville Advisors
Texas
$693K -$1.11M -16,750 -62%
Pacer Advisors
613
Pacer Advisors
Pennsylvania
$692K -$26.9K -405 -4%
AIM
614
Aigen Investment Management
New York
$684K +$223K +3,360 +48%
VA
615
Valmark Advisers
Ohio
$680K +$129K +1,941 +23%
LFA
616
Legacy Financial Advisors
Kentucky
$680K +$87.8K +1,324 +15%
BCM
617
BluePointe Capital Management
California
$678K -$76.1K -1,148 -10%
TA
618
Tectonic Advisors
Texas
$674K +$428K +6,455 +172%
GRP
619
Global Retirement Partners
California
$674K +$13.5K +203 +2%
RWB
620
RMR Wealth Builders
New Jersey
$671K -$60.1K -906 -8%
CA
621
Crewe Advisors
Utah
$668K +$44K +664 +7%
DAS
622
Diversify Advisory Services
Utah
$668K +$208K +3,131 +45%
MGM
623
Miura Global Management
New York
$661K -$1.66M -25,000 -71%
CC
624
Cypress Capital
Tennessee
$661K
AIA
625
Angeles Investment Advisors
California
$660K +$171K +2,575 +35%