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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2476
Forum Finance Group
$681K – – –
AIM
2477
Axiom Investment Management
New York
$679K -$33.7K -83 -6%
MSS
2478
Mitchell Sinkler & Starr
Pennsylvania
$679K -$12.2K -30 -2%
FPN
2479
Financial Planning Navigators
Minnesota
$679K +$144K +354 +33%
SPI
2480
Santori & Peters Inc
Pennsylvania
$676K -$48.3K -119 -8%
BCM
2481
BluePath Capital Management
Georgia
$676K -$25.2K -62 -4%
FWP
2482
FAS Wealth Partners
Kansas
$675K +$406 +1 +0.1%
CCG
2483
Chatham Capital Group
Georgia
$675K – – –
APA
2484
Astoria Portfolio Advisors
New York
$673K +$292K +720 +104%
BFA
2485
Beaumont Financial Advisors
Massachusetts
$673K +$27.6K +68 +5%
DWM
2486
Defined Wealth Management
Oregon
$670K +$19.5K +48 +4%
MWP
2487
Meriwether Wealth & Planning
Louisiana
$670K -$10.6K -26 -2%
SFG
2488
Sunburst Financial Group
Alabama
$669K – – –
PNC
2489
Park National Corp
Ohio
$668K -$96.6K -238 -15%
GLA
2490
Great Lakes Advisors
Illinois
$666K -$17.4K -43 -3%
RWS
2491
RASP Wealth Solutions
Indiana
$665K +$565K +1,392 New
HIM
2492
Hanlon Investment Management
New Jersey
$664K -$21.9K -54 -4%
SWM
2493
Stronghold Wealth Management
Florida
$662K +$82.4K +203 +17%
SCA
2494
Sandy Cove Advisors
Massachusetts
$659K +$318K +783 +131%
QFP
2495
Quantum Financial Partners
Kansas
$657K +$558K +1,375 New
GWM
2496
GoalFusion Wealth Management
Texas
$656K +$558K +1,374 New
MEAC
2497
M.E. Allison & Co
Texas
$653K -$6.9K -17 -1%
ML
2498
McAdam LLC
Pennsylvania
$653K +$75.9K +187 +16%
RK
2499
Rather & Kittrell
Tennessee
$652K +$82.8K +204 +18%
W
2500
WealthCollab
Washington
$652K +$89.7K +221 +19%