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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1526
Childress Capital Advisors
Texas
$740K +$165K +6,002 +31%
CCB
1527
Country Club Bank
Missouri
$739K -$517K -18,775 -42%
FCM
1528
Firestone Capital Management
Florida
$739K +$282K +10,218 +67%
PFA
1529
Presper Financial Architects
Ohio
$738K +$703K +25,499 New
FOFP
1530
Fee-Only Financial Planning
South Carolina
$737K – – –
MJRIC
1531
Mogy Joel R Investment Counsel
California
$736K +$12.8K +464 +2%
MFG
1532
Magnus Financial Group
New York
$732K -$55.9K -2,029 -7%
MSWM
1533
McGlone Suttner Wealth Management
Wisconsin
$732K +$38.5K +1,398 +6%
SC
1534
Schubert & Co
Texas
$731K +$11.7K +425 +2%
MWA
1535
Midland Wealth Advisors
Illinois
$731K -$212K -7,687 -23%
LWANC
1536
Laurel Wealth Advisors (North Carolina)
North Carolina
$730K +$1.29K +47 +0.2%
WEG
1537
World Equity Group
Illinois
$729K +$285K +10,330 +70%
GWM
1538
Gibbs Wealth Management
Georgia
$729K +$139K +5,039 +25%
FPCG
1539
Forum Private Client Group
Indiana
$727K – – –
AF
1540
AGP Franklin
Tennessee
$725K -$16.6K -602 -2%
Readystate Asset Management
1541
Readystate Asset Management
Illinois
$725K +$690K +25,048 New
PA
1542
Prossimo Advisors
California
$724K -$101K -3,652 -13%
WH
1543
Willner & Heller
California
$724K +$8.19K +297 +1%
AWS
1544
Arkfeld Wealth Strategies
Nebraska
$723K +$32.5K +1,178 +5%
Capital Advisors Inc
1545
Capital Advisors Inc
Oklahoma
$721K +$158K +5,740 +30%
ARG
1546
Advisory Resource Group
Oklahoma
$721K -$36.6K -1,329 -5%
IPW
1547
Impact Partnership Wealth
Georgia
$720K -$200K -7,266 -23%
PWM
1548
Partnership Wealth Management
Maryland
$719K – – –
CWP
1549
Cyndeo Wealth Partners
Florida
$716K -$150K -5,430 -18%
RWMG
1550
Redwood Wealth Management Group
New Jersey
$716K +$18.5K +672 +3%