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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2701
John W. Brooker & Co
California
$488K +$45.4K +112 +12%
JFGLC
2702
Johnson Financial Group LLC (Colorado)
Colorado
$488K +$75.9K +187 +22%
SGCA
2703
Steel Grove Capital Advisors
Tennessee
$488K -$106K -260 -20%
MAM
2704
Milestone Asset Management
Pennsylvania
$488K -$118K -292 -22%
CF
2705
Clarity Financial
Texas
$487K -$11K -27 -3%
ASG
2706
Ariston Services Group
California
$487K +$414K +1,020 New
EWM
2707
Elevation Wealth Management
Minnesota
$486K -$2.44K -6 -0.6%
VFG
2708
V2 Financial group
Illinois
$486K +$18.3K +45 +5%
VCM
2709
Vines Capital Management
Louisiana
$486K +$39.8K +98 +11%
WF
2710
Whelan Financial
California
$486K – – –
PCM
2711
Permanent Capital Management
Illinois
$485K +$19.9K +49 +5%
CAC
2712
Certified Advisory Corp
Florida
$483K -$111K -274 -21%
ADL
2713
Asset Dedication LLC
California
$483K +$56K +138 +16%
CPSAC
2714
Chas P. Smith & Associates (CPS)
Florida
$482K +$12.2K +30 +3%
EA
2715
Emerald Advisors
Washington
$482K +$60.9K +150 +17%
TIA
2716
Tiemann Investment Advisors
California
$481K – – –
CFWMA
2717
Center for Wealth Management Advisory
Ohio
$481K +$122K +300 +42%
AWM
2718
Aberdeen Wealth Management
Illinois
$481K +$409K +1,007 New
FMTC
2719
Farmers & Merchants Trust Company
California
$480K +$36.1K +89 +10%
TCG
2720
Transcendent Capital Group
Oklahoma
$479K +$812 +2 +0.2%
CNBT
2721
Cornerstone National Bank & Trust
Illinois
$479K +$426K +1,050 +3,750%
CPP
2722
Capasso Planning Partners
South Carolina
$479K – – –
CI
2723
CX Institutional
Indiana
$478K +$2.03K +5 +0.5%
MGAM
2724
McGowan Group Asset Management
Texas
$478K +$10.6K +26 +3%
DC
2725
Defender Capital
North Carolina
$478K – – –