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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
2051
Kingdom Financial Group
Arizona
$545K +$169K +657 +43%
NJBEST
2052
New Jersey Better Educational Savings Trust
New Jersey
$544K
WCFA
2053
Walkner Condon Financial Advisors
Wisconsin
$543K +$59.9K +233 +12%
AWM
2054
Arista Wealth Management
Nevada
$543K -$10K -39 -2%
CAWM
2055
Capital Advisors Wealth Management
Washington
$542K +$8.48K +33 +2%
W
2056
WealthOne
New York
$541K -$11.6K -45 -2%
ACG
2057
Allen Capital Group
Nebraska
$541K +$36.7K +143 +7%
SWP
2058
Summit Wealth Partners
Florida
$540K +$166K +648 +43%
MIM
2059
Merrion Investment Management
New Jersey
$539K
MWPCG
2060
Measured Wealth Private Client Group
New Hampshire
$539K +$25.7K +100 +5%
FEG
2061
Financial Enhancement Group
Indiana
$538K +$7.71K +30 +1%
SWA
2062
Strata Wealth Advisors
Texas
$537K +$552K +2,148 New
FPIS
2063
Financial Planning & Information Services
Wisconsin
$534K +$344K +1,340 +168%
MCCP
2064
Mission Creek Capital Partners
California
$533K -$23.1K -90 -4%
LFS
2065
Legacy Financial Strategies
Kansas
$533K +$94.3K +367 +18%
AT
2066
Arvest Trust
Oklahoma
$532K -$130K -507 -19%
KFA
2067
Kapstone Financial Advisors
Ohio
$531K
PP
2068
Pegasus Partners
Wisconsin
$531K +$3.6K +14 +0.7%
MPM
2069
Meritage Portfolio Management
Kansas
$531K +$165K +643 +44%
CCM
2070
Chiron Capital Management
Florida
$528K -$34.7K -135 -6%
GAAM
2071
Guinness Atkinson Asset Management
California
$527K +$41.6K +162 +8%
AWM
2072
Austin Wealth Management
Texas
$526K +$573K +2,232 New
FMC
2073
First Merchants Corp
Indiana
$525K -$16.7K -65 -3%
AIM
2074
Alhambra Investment Management
Florida
$525K
MAM
2075
Maytree Asset Management
Hong Kong
$525K