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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2401
Catalyst Investment Management
New Hampshire
$488K -$130K -378 -22%
WA
2402
Westfuller Advisors
New York
$488K -$344 -1 -0.1%
FFG
2403
Forum Finance Group
$486K +$607K +1,765 New
Great Lakes Advisors
2404
Great Lakes Advisors
Illinois
$486K +$17.2K +50 +4%
Childress Capital Advisors
2405
Childress Capital Advisors
Texas
$486K -$407K -1,183 -45%
North Star Asset Management
2406
North Star Asset Management
Wisconsin
$486K – – –
PFWA
2407
Paces Ferry Wealth Advisors
Georgia
$486K +$4.82K +14 +1%
AWA
2408
Aletheian Wealth Advisors
Washington
$486K +$495K +1,437 New
AWS
2409
Arkfeld Wealth Strategies
Nebraska
$485K -$6.54K -19 -1%
TCV Trust & Wealth Management
2410
TCV Trust & Wealth Management
Virginia
$484K +$31K +90 +7%
Global Endowment Management
2411
Global Endowment Management
North Carolina
$483K – – –
FCM
2412
Fell Capital Management
California
$483K +$28.9K +84 +6%
MWP
2413
Meriwether Wealth & Planning
Louisiana
$483K -$85K -247 -15%
MAM
2414
Mystic Asset Management
Rhode Island
$482K – – –
SMG
2415
Smart Money Group
Texas
$482K -$63.3K -184 -11%
Bensler
2416
Bensler
Washington
$481K +$11.4K +33 +2%
CFG
2417
Certior Financial Group
Pennsylvania
$480K +$17.2K +50 +4%
Acorn Financial Advisory Services
2418
Acorn Financial Advisory Services
Virginia
$480K +$59.5K +173 +14%
BW
2419
Blalock Williams
Alabama
$480K +$123K +358 +34%
DA
2420
Detalus Advisors
Missouri
$479K -$45.4K -132 -9%
PCM
2421
Prospera Capital Management
Arizona
$479K – – –
Chatham Capital Group
2422
Chatham Capital Group
Georgia
$478K – – –
FAS Wealth Partners
2423
FAS Wealth Partners
Kansas
$477K +$3.78K +11 +0.8%
CBT
2424
Central Bank & Trust
Kentucky
$477K +$486K +1,411 New
RIP
2425
Reliant Investment Partners
North Carolina
$473K +$11.7K +34 +2%