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Name Holding Trade Value Shares
Change
Change in
Stake
JCFM
2276
JBR Co Financial Management
Oklahoma
$899K -$9.33K -23 -1%
TM
2277
TigerOak Management
New Mexico
$898K +$116K +285 +18%
SG
2278
Sankala Group
Colorado
$894K +$88.1K +217 +11%
CAS
2279
Coppell Advisory Solutions
Texas
$893K +$1.35M +3,319 New
VFA
2280
Values First Advisors
Tennessee
$892K +$758K +1,868 New
MWA
2281
Monograph Wealth Advisors
California
$891K +$81.2K +200 +12%
MIM
2282
Martin Investment Management
Florida
$891K -$106K -260 -12%
SWM
2283
SHP Wealth Management
Massachusetts
$890K +$27.6K +68 +4%
TNA
2284
True North Advisors
Texas
$887K +$18.3K +45 +2%
FM
2285
Foster & Motley
Ohio
$887K -$51.9K -128 -6%
EWA
2286
Evolution Wealth Advisors
Florida
$884K +$752K +1,852 New
PCM
2287
Park Capital Management
Wisconsin
$884K -$75.9K -187 -9%
CNBOF
2288
City National Bank of Florida
Florida
$880K +$224K +552 +43%
HP
2289
Haven Private
Florida
$878K +$11.8K +29 +2%
BWP
2290
Bernardo Wealth Planning
Pennsylvania
$877K
SFO
2291
Stokes Family Office
Louisiana
$876K -$326K -804 -30%
M
2292
Mirova
France
$874K +$76.7K +189 +12%
JFGIW
2293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$874K -$291K -716 -28%
ATI
2294
ARK & TLK Investments
Oklahoma
$874K
EFG
2295
Elm3 Financial Group
Georgia
$873K -$2.84K -7 -0.4%
DP
2296
DDD Partners
Washington
$873K +$416K +1,026 +128%
SIS
2297
Sound Income Strategies
Florida
$873K +$187K +460 +34%
LRIA
2298
Leonard Rickey Investment Advisors
Washington
$872K -$15.4K -38 -2%
W
2299
WorthPointe
California
$871K -$42.6K -105 -5%
LWM
2300
LJI Wealth Management
Indiana
$870K +$116K +285 +19%