Name Holding Trade Value Shares
Change
Change in
Stake
ALAM
1776
Asahi Life Asset Management
Japan
$766K +$332K +7,982 +90%
TFG
1777
Taylor Financial Group
Virginia
$766K -$181K -4,336 -20%
CWP
1778
CFM Wealth Partners
Texas
$765K +$24.4K +587 +4%
KSWWM
1779
Keyes Stange & Wooten Wealth Management
Florida
$763K +$12.2K +292 +2%
TSWM
1780
Tyler-Stone Wealth Management
Ohio
$763K +$23.3K +559 +3%
SMFG
1781
Sumitomo Mitsui Financial Group
Japan
$763K -$13.1K -314 -2%
MSWM
1782
McGlone Suttner Wealth Management
Wisconsin
$760K +$168K +4,039 +32%
OPW
1783
Osprey Private Wealth
New York
$758K +$6.25K +150 +0.9%
AC
1784
Apella Capital
Connecticut
$754K +$211K +5,066 +41%
OIM
1785
Oder Investment Management
California
$753K +$48.3K +1,161 +8%
KCAM
1786
Kagan Cocozza Asset Management
New Jersey
$753K +$21.8K +524 +3%
LBC
1787
Lowe Brockenbrough & Co
Virginia
$749K -$56.5K -1,357 -8%
SFC
1788
Sprinkle Financial Consultants
Colorado
$749K +$170K +4,077 +33%
FA
1789
Fiducient Advisors
Illinois
$748K +$686K +16,488 New
HP
1790
Holistic Planning
Texas
$748K +$67.8K +1,628 +11%
LAM
1791
L2 Asset Management
Massachusetts
$746K +$59.7K +1,435 +10%
SC
1792
Sapient Capital
Indiana
$745K -$791 -19 -0.1%
BONH
1793
Bank of New Hampshire
New Hampshire
$745K -$3.04K -73 -0.4%
AFW
1794
Avantra Family Wealth
Pennsylvania
$744K -$22.4K -538 -3%
LD
1795
Lipe & Dalton
New York
$743K – – –
LCGC
1796
Legacy Capital Group California
California
$743K -$7.12K -171 -1%
EFG
1797
Everhart Financial Group
Ohio
$742K -$104K -2,505 -13%
RA
1798
Ransom Advisory
Rhode Island
$741K -$20.8K -500 -3%
SC
1799
Steph & Co
Wisconsin
$741K -$37.4K -899 -5%
PFA
1800
Pure Financial Advisors
California
$740K +$229K +5,496 +51%