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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1176
Sunpointe
Missouri
$884K -$4.12K -13 -0.5%
AIM
1177
Advyzon Investment Management
Illinois
$883K -$301K -948 -26%
NFG
1178
Nations Financial Group
Iowa
$882K -$14K -44 -2%
MCA
1179
Millennium Capital Advisors
Arkansas
$880K +$21.2K +67 +3%
AWM
1180
Accurate Wealth Management
Florida
$874K -$84K -265 -9%
GFP
1181
Gryphon Financial Partners
Ohio
$872K +$236K +744 +40%
WH
1182
Willner & Heller
California
$869K -$69.1K -218 -8%
PAW
1183
Plan A Wealth
Nebraska
$869K +$33.9K +107 +4%
APWM
1184
Argonautica Private Wealth Management
Massachusetts
$866K – – –
JPWM
1185
Jamison Private Wealth Management
Georgia
$862K +$498K +1,571 +156%
TAM
1186
Titleist Asset Management
Texas
$862K -$187K -591 -19%
GT
1187
Greenleaf Trust
Michigan
$857K +$240K +756 +42%
SFG
1188
SageGuard Financial Group
Tennessee
$853K +$808K +2,548 New
WCM
1189
Washburn Capital Management
Florida
$845K +$55.5K +175 +7%
AFGAS
1190
Allegiance Financial Group Advisory Services
Virginia
$845K +$95.8K +302 +14%
AO
1191
Advisor OS
Illinois
$845K -$275K -868 -26%
RCM
1192
Requisite Capital Management
Texas
$842K +$31.7K +100 +4%
BA
1193
Bluesphere Advisors
Pennsylvania
$839K -$96.1K -303 -11%
ACM
1194
Alpha Capital Management
Texas
$838K -$136K -430 -15%
JTWM
1195
Jackson Thornton Wealth Management
Alabama
$837K +$46.9K +148 +6%
EFG
1196
Elm3 Financial Group
Georgia
$834K +$72.6K +229 +10%
TSW
1197
Three Seasons Wealth
Utah
$834K +$790K +2,491 New
RA
1198
Rational Advisors
New York
$831K -$171K -539 -18%
PWA
1199
Pitcairn Wealth Advisors
Pennsylvania
$831K -$460K -1,449 -37%
BFIM
1200
Beese Fulmer Investment Management
Ohio
$827K -$80.9K -255 -9%
46 47
48
49 50