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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1101
Freedom Investment Management
Connecticut
$599K +$220K +1,173 +50%
BMCM
1102
Burns Matteson Capital Management
New York
$598K -$17.4K -93 -3%
SWM
1103
SilverOak Wealth Management
Minnesota
$597K
TWM
1104
Trueblood Wealth Management
Ohio
$594K +$113K +601 +21%
HCM
1105
Howland Capital Management
Massachusetts
$594K -$53.9K -288 -8%
AWM
1106
Aberdeen Wealth Management
Illinois
$592K
GT
1107
Glenview Trust
Kentucky
$589K -$6.37K -34 -1%
CWA
1108
Clarus Wealth Advisors
Arizona
$588K +$131K +700 +24%
KWA
1109
Kingswood Wealth Advisors
California
$586K -$56.2K -300 -8%
MG
1110
Mather Group
Illinois
$583K +$1.5K +8 +0.3%
MWM
1111
Mission Wealth Management
California
$582K +$160K +853 +33%
OWA
1112
Outlook Wealth Advisors
Texas
$579K -$56.4K -301 -8%
CC
1113
Cipher Capital
New York
$578K +$639K +3,414 New
SRC
1114
Sage Rhino Capital
California
$577K -$30.2K -161 -5%
TA
1115
Tectonic Advisors
Texas
$566K +$188K +1,002 +43%
BCM
1116
Becker Capital Management
Oregon
$566K
AFC
1117
AFT Forsyth & Company
Florida
$564K -$127K -680 -17%
GIM
1118
Groesbeck Investment Management
New Jersey
$563K
BW
1119
Bison Wealth
Georgia
$562K -$749 -4 -0.1%
RPC
1120
Rossmore Private Capital
Connecticut
$561K +$168K +898 +37%
FFS
1121
Founders Financial Securities
Maryland
$560K -$264K -1,411 -30%
PB
1122
Pinnacle Bancorp
Nebraska
$560K
PWP
1123
Precedent Wealth Partners
Texas
$556K +$615K +3,284 New
CCIA
1124
Cherry Creek Investment Advisors
Colorado
$554K +$1.5K +8 +0.2%
RGF
1125
Retirement Guys Formula
Ohio
$554K +$613K +3,274 New