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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2601
Catalyst Financial Partners
Massachusetts
$301K -$15K -51 -5%
WA
2602
Winter & Associates
Minnesota
$300K +$289K +986 New
FPN
2603
Financial Planning Navigators
Minnesota
$299K +$289K +984 New
FEM
2604
Fulcrum Equity Management
Texas
$298K +$288K +982 New
LWCFA
2605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K +$5.28K +18 +2%
HIS
2606
Horizon Investment Services
Indiana
$298K -$10.3K -35 -3%
RA
2607
Rubicon Advisors
California
$297K +$287K +978 New
FG
2608
Fiduciary Group
Georgia
$297K -$4.11K -14 -1%
NWM
2609
Nolet Wealth Management
Texas
$297K +$286K +976 New
WF
2610
Whelan Financial
California
$297K +$17.3K +59 +6%
CB
2611
CNB Bank
Pennsylvania
$296K -$2.35K -8 -0.8%
MHI
2612
Miller Howard Investments
New York
$296K – – –
MFG
2613
Magnus Financial Group
New York
$295K -$16.7K -57 -6%
RK
2614
Rather & Kittrell
Tennessee
$294K -$23.5K -80 -8%
TPWA
2615
TRUE Private Wealth Advisors
Oregon
$293K +$68.7K +234 +32%
MPW
2616
Magnolia Private Wealth
Pennsylvania
$291K +$16.4K +56 +6%
SMA
2617
Seven Mile Advisory
New Jersey
$291K -$408K -1,392 -59%
TC
2618
Trilogy Capital
California
$291K +$14.7K +50 +6%
AC
2619
Apella Capital
Connecticut
$290K -$4.11K -14 -1%
HCMG
2620
Howard Capital Management Group
California
$290K -$587 -2 -0.2%
GSWA
2621
Good Steward Wealth Advisors
Tennessee
$290K -$25.2K -86 -8%
MSWM
2622
Master's Wealth Management
Pennsylvania
$290K -$5.87K -20 -2%
LW
2623
Linscomb Wealth
Texas
$289K -$9.1K -31 -3%
SN
2624
Sittner & Nelson
Oregon
$289K +$86K +293 +55%
SAM
2625
Strategy Asset Managers
California
$289K +$29.6K +101 +12%