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Name Holding Trade Value Shares
Change
Change in
Stake
A
1901
Argentarii
Ohio
$849K +$819K +2,792 New
RF
1902
Rossby Financial
Florida
$847K -$365K -1,244 -31%
RAG
1903
RIA Advisory Group
Iowa
$846K -$3.52K -12 -0.4%
CP
1904
Clarendon Private
Massachusetts
$844K -$33.2K -113 -4%
FGWP
1905
Founders Grove Wealth Partners
Virginia
$842K +$235K +800 +41%
VCWM
1906
Vista Cima Wealth Management
Arizona
$841K +$483K +1,646 +147%
PWMG
1907
Pinnacle Wealth Management Group
Michigan
$836K
BB
1908
Burford Brothers
Texas
$835K +$807K +2,749 New
CA
1909
Commerzbank Aktiengesellschaft
Germany
$830K -$370K -1,262 -32%
FMWA
1910
Forvis Mazars Wealth Advisors
Missouri
$829K +$12.3K +42 +2%
MF
1911
Manuka Financial
Virginia
$825K +$5.28K +18 +0.7%
WCFA
1912
Walkner Condon Financial Advisors
Wisconsin
$824K +$97.4K +332 +14%
KA
1913
Klingman & Associates
New York
$824K -$4.11K -14 -0.5%
BLC
1914
Brown, Lisle/Cummings
Rhode Island
$822K
BFO
1915
Biltmore Family Office
North Carolina
$822K +$536K +1,828 +210%
MAG
1916
Meadowbrook Advisors Group
New Jersey
$821K +$793K +2,701 New
WWM
1917
WJ Wealth Management
Arizona
$820K +$11.7K +40 +2%
PWP
1918
Phillips Wealth Planners
Mississippi
$816K -$6.46K -22 -0.9%
PWM
1919
Parkway Wealth Management
Texas
$814K +$786K +2,680 New
TFA
1920
Tranquilli Financial Advisor
New Jersey
$813K +$55.7K +190 +8%
HFP
1921
Holistic Financial Partners
Indiana
$811K -$113K -385 -13%
EPIME
1922
Evelyn Partners Investment Management (Europe)
$811K
JFGIW
1923
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$811K -$3.52K -12 -0.4%
EWM
1924
Elmwood Wealth Management
California
$809K +$293 +1 +0%
CWS
1925
Confluence Wealth Services
Pennsylvania
$808K +$44K +150 +6%