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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
851
Tyler-Stone Wealth Management
Ohio
$302K +$3.95K +50 +1%
VCM
852
Virtue Capital Management
Tennessee
$302K -$12.6K -159 -4%
PM
853
Pembroke Management
Quebec, Canada
$301K +$10.7K +136 +5%
BAM
854
Belpointe Asset Management
Nevada
$301K -$5.13K -65 -2%
RRA
855
Round Rock Advisors
Connecticut
$299K – – –
GM
856
GeoWealth Management
Illinois
$297K +$108K +1,366 +55%
AGA
857
Accuvest Global Advisors
Utah
$297K – – –
IFWM
858
Institute for Wealth Management
Colorado
$296K -$83.4K -1,056 -22%
FCM
859
Fortis Capital Management
Washington
$296K +$40.4K +512 +15%
AMM
860
American Money Management
California
$295K -$90.9K -1,150 -23%
CWA
861
Canvas Wealth Advisors
Kansas
$295K +$36.9K +467 +12%
CWG
862
Cornerstone Wealth Group
North Carolina
$294K -$19.8K -250 -6%
FFM
863
Forum Financial Management
Illinois
$294K -$25K -316 -8%
AQR Capital Management
864
AQR Capital Management
Connecticut
$294K +$301K +3,807 New
BCG
865
Breakwater Capital Group
New Jersey
$293K -$869 -11 -0.3%
SWM
866
Sculati Wealth Management
Michigan
$292K -$15.8K -200 -5%
NRI
867
NFP Retirement Inc
California
$290K +$17.3K +219 +6%
NGA
868
Naples Global Advisors
Florida
$290K +$17.5K +222 +6%
TA
869
Tectonic Advisors
Texas
$290K – – –
APP
870
Avantax Planning Partners
Iowa
$287K -$53.7K -680 -15%
FWM
871
FFT Wealth Management
Pennsylvania
$286K – – –
PFPT
872
Pinnacle Financial Partners (Tennessee)
Tennessee
$285K +$209K +2,646 +252%
SC
873
Sapient Capital
Indiana
$282K -$195K -2,470 -40%
GC
874
Gilbert & Cook
Iowa
$282K +$288K +3,649 New
PIA
875
Powell Investment Advisors
Florida
$281K -$94.8K -1,200 -25%