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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2401
Castle Wealth Management
Florida
$425K -$35.6K -156 -9%
TFG
2402
Taylor Financial Group
Virginia
$425K -$684 -3 -0.2%
FFA
2403
Founders Financial Alliance
North Carolina
$424K -$2.05K -9 -0.6%
GKIM
2404
GW&K Investment Management
Massachusetts
$424K +$71.4K +313 +24%
MPM
2405
MBB Public Markets
Illinois
$424K -$45.9M -201,267 -99%
FCAS
2406
First Command Advisory Services
Texas
$424K +$161K +704 +77%
PIM
2407
Parker Investment Management
California
$424K -$795K -3,484 -68%
PC
2408
Prairiewood Capital
North Dakota
$422K
MA
2409
Modus Advisors
Minnesota
$421K +$367K +1,610 New
Cohen & Steers
2410
Cohen & Steers
New York
$421K +$7.07K +31 +2%
BMCM
2411
Burns Matteson Capital Management
New York
$421K +$23.5K +103 +7%
CFA
2412
Cahill Financial Advisors
Minnesota
$419K +$26.7K +117 +8%
HFAS
2413
Hummer Financial Advisory Services
Illinois
$419K
GC
2414
GFG Capital
Florida
$419K +$93.7K +411 +13%
PWM
2415
Provident Wealth Management
Tennessee
$418K -$1.14K -5 -0.3%
CCA
2416
Catalyst Capital Advisors
New York
$417K -$36.5K -160 -9%
AWA
2417
Alaska Wealth Advisors
Alaska
$417K -$13.7K -60 -4%
PDM
2418
Penn Davis McFarland
Texas
$416K +$363K +1,590 New
SC
2419
Searle & Co
Connecticut
$415K -$6.84K -30 -2%
EGM
2420
Engineers Gate Manager
New York
$415K +$45.6K +200 +14%
M
2421
MYeCFO
California
$414K -$179K -785 -33%
EGWAG
2422
Elwood & Goetz Wealth Advisory Group
Georgia
$414K
WA
2423
WESPAC Advisors
California
$413K -$3.65K -16 -1%
KFC
2424
Klingenstein Fields & Co
New York
$413K
FF
2425
Francis Financial
$411K +$110K +481 +44%