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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
2326
Charter Oak Capital Management
New Hampshire
$221K +$181K +977 New
HPM
2327
Hoxton Planning & Management
West Virginia
$221K +$181K +975 New
OFG
2328
Oxford Financial Group
Indiana
$221K -$121K -652 -40%
CAM
2329
Clark Asset Management
New Hampshire
$220K +$180K +973 New
MHI
2330
Miller Howard Investments
New York
$220K +$180K +973 New
CWM
2331
Centric Wealth Management
Illinois
$220K +$168K +909 New
ACM
2332
Arlington Capital Management
Illinois
$219K +$179K +966 New
APA
2333
Astoria Portfolio Advisors
New York
$219K +$168K +905 New
I
2334
INVST
Indiana
$219K +$179K +965 New
CCAL
2335
City Center Advisors LLC
Michigan
$218K +$179K +964 New
WFA
2336
Wellspring Financial Advisors
Ohio
$218K +$179K +964 New
BMD
2337
Better Money Decisions
New Mexico
$217K +$178K +959 New
TCWM
2338
Total Clarity Wealth Management
Illinois
$217K +$178K +959 New
PPWM
2339
Paragon Private Wealth Management
Kentucky
$217K +$177K +958 New
FHB
2340
First Hawaiian Bank
Hawaii
$217K +$177K +957 New
RIM
2341
RW Investment Management
Idaho
$217K +$177K +956 New
QFW
2342
QTR Family Wealth
Florida
$216K +$177K +955 New
HCMG
2343
Howard Capital Management Group
California
$215K – – –
SIC
2344
SFE Investment Counsel
California
$215K +$176K +948 New
CIC
2345
Crawford Investment Counsel
Georgia
$214K +$175K +946 New
PRTG
2346
Post Resch Tallon Group
New York
$214K +$175K +945 New
AFG
2347
Albion Financial Group
Utah
$214K – – –
GLLW
2348
Graves Light Lenhart Wealth
Virginia
$213K +$174K +940 New
W
2349
WealthCollab
Washington
$212K +$4.26K +23 +3%
TFM
2350
TFC Financial Management
Massachusetts
$212K – – –