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Name Holding Trade Value Shares
Change
Change in
Stake
SFGM
2201
Stonebridge Financial Group (Missouri)
Missouri
$527K +$509K +1,734 New
MWM
2202
Mascagni Wealth Management
Mississippi
$527K -$14.7K -50 -3%
LAM
2203
Lifestyle Asset Management
Texas
$526K +$10.9K +37 +2%
IA
2204
Insight Advisors
Pennsylvania
$526K -$4.7K -16 -0.9%
GWM
2205
Goldenstone Wealth Management
California
$524K +$506K +1,726 New
VIP
2206
Value Investment Professionals
New York
$524K +$506K +1,725 New
PBO
2207
Peoples Bank (Ohio)
Ohio
$523K -$430K -1,467 -46%
OFS
2208
OneAscent Financial Services
Alabama
$519K -$626K -2,132 -56%
VW
2209
Vantus Wealth
Pennsylvania
$518K +$500K +1,705 New
MFG
2210
Menard Financial Group
Texas
$518K
SWM
2211
SHP Wealth Management
Massachusetts
$517K +$499K +1,702 New
IAS
2212
Integrity Advisory Solutions
Texas
$516K -$26.7K -91 -5%
CIM
2213
Catalyst Investment Management
New Hampshire
$515K +$497K +1,695 New
AA
2214
Advisory Alpha
Michigan
$515K -$46.1K -157 -8%
NFP
2215
Narus Financial Partners
Utah
$514K
TNA
2216
True North Advisors
Texas
$513K -$11.7K -40 -2%
TWP
2217
Tyche Wealth Partners
Texas
$511K +$71.9K +245 +17%
AG
2218
AmeriFlex Group
Nevada
$511K -$380K -1,294 -44%
APWA
2219
Atlas Private Wealth Advisors
New Jersey
$511K +$880 +3 +0.2%
WG
2220
Winton Group
United Kingdom
$511K +$493K +1,680 New
WC
2221
Westerkirk Capital
$509K -$7.85M -26,742 -94%
MWP
2222
Meriwether Wealth & Planning
Louisiana
$509K -$51.3K -175 -9%
OM
2223
OV Management
Minnesota
$508K -$7.92K -27 -2%
DAM
2224
Draper Asset Management
New York
$507K -$2.05K -7 -0.4%
MWA
2225
Monograph Wealth Advisors
California
$506K -$907K -3,090 -65%