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Name Holding Trade Value Shares
Change
Change in
Stake
MWC
2201
MBM Wealth Consultants
Missouri
$403K -$210K -3,725 -34%
SCM
2202
Stellar Capital Management
Arizona
$403K +$43.9K +780 +12%
ISWM
2203
Independent Solutions Wealth Management
New York
$403K -$3.77K -67 -0.9%
SCM
2204
Smith Capital Management
Arkansas
$402K +$2.81K +50 +0.7%
CWC
2205
Carolinas Wealth Consulting
North Carolina
$401K -$13.7K -243 -3%
KS
2206
Karpas Strategies
Connecticut
$398K
OFS
2207
OneAscent Financial Services
Alabama
$398K +$406K +7,215 New
SSG
2208
Summit Securities Group
New York
$397K -$242K -4,300 -37%
SPP
2209
Single Point Partners
Massachusetts
$397K -$42.2K -751 -9%
JWA
2210
JFS Wealth Advisors
Pennsylvania
$397K -$15K -266 -4%
LA
2211
Legacy Advisors
Pennsylvania
$396K +$52.9K +940 +15%
GTAM
2212
Global Trust Asset Management
Florida
$395K +$222K +3,944 +122%
HWMG
2213
Hurlow Wealth Management Group
Indiana
$394K
BCM
2214
Becker Capital Management
Oregon
$394K +$78.6K +1,398 +24%
WA
2215
Wealth Advisors
California
$392K -$563 -10 -0.1%
BBWA
2216
Bell & Brown Wealth Advisors
California
$392K +$26.3K +467 +7%
SFG
2217
Sunburst Financial Group
Alabama
$391K +$38.9K +692 +11%
PPW
2218
Pasadena Private Wealth
California
$391K +$80.7K +1,435 +25%
IFAM
2219
Institutional & Family Asset Management
Colorado
$390K -$54.9K -976 -12%
HCM
2220
Hilton Capital Management
New York
$390K +$3.09K +55 +0.8%
GM
2221
GeoWealth Management
Illinois
$390K +$398K +7,067 New
Fiera Capital (Canada)
2222
Fiera Capital (Canada)
Quebec, Canada
$388K -$40.8K -726 -9%
LAS
2223
Lloyd Advisory Services
Georgia
$387K -$27.7K -492 -7%
LBD
2224
Landsberg Bennett & Dubbaneh
Florida
$387K +$3.94K +70 +1%
SB
2225
Sunflower Bank
Texas
$387K +$396K +7,034 New