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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
801
Mutual Advisors
Nebraska
$416K -$43.5K -281 -10%
BVP
802
Bristlecone Value Partners
California
$413K -$1.55K -10 -0.4%
LCM
803
LVM Capital Management
Michigan
$412K – – –
EA
804
Everpar Advisors
Oklahoma
$411K -$9.29K -60 -2%
WCG
805
Weaver Consulting Group
California
$410K +$465 +3 +0.1%
MG
806
Mather Group
Illinois
$410K +$7.43K +48 +2%
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$410K +$3.56K +23 +0.9%
CT
808
Colonial Trust
South Carolina
$407K -$7.9K -51 -2%
OAM
809
Oppenheimer Asset Management
New York
$406K +$27.9K +180 +8%
FMI
810
Frec Markets Inc
California
$404K +$3.56K +23 +0.9%
HSA
811
HBK Sorce Advisory
Pennsylvania
$404K -$2.94K -19 -0.7%
BDF
812
Black Diamond Financial
Maryland
$403K -$465 -3 -0.1%
PI
813
Pettee Investors
Connecticut
$403K – – –
AG
814
AlTi Global
New York
$403K +$5.73K +37 +1%
RIG
815
RiverFront Investment Group
Virginia
$402K +$389K +2,512 New
PCMC
816
Paragon Capital Management (Colorado)
Colorado
$401K – – –
TSWM
817
Triangle Securities Wealth Management
North Carolina
$401K – – –
KCP
818
Kera Capital Partners
California
$399K +$129K +830 +50%
IAIM
819
International Assets Investment Management
Florida
$398K +$15.2K +98 +4%
PAW
820
Plan A Wealth
Nebraska
$396K -$620 -4 -0.2%
EAN
821
Excelsior Advisor Network
Colorado
$396K +$383K +2,475 New
DWM
822
Diversify Wealth Management
Utah
$395K -$3.1K -20 -0.7%
DAS
823
Diversify Advisory Services
Utah
$395K +$414K +2,676 New
IFWM
824
Institute for Wealth Management
Colorado
$393K -$18K -116 -5%
CFFP
825
Center for Financial Planning
Michigan
$393K – – –
31 32
33
34 35