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Name Holding Trade Value Shares
Change
Change in
Stake
VCG
1251
Vantage Consulting Group
Virginia
$256K +$43.6K +252 +20%
FW
1252
FirstPurpose Wealth
Utah
$255K +$22.7K +131 +10%
CI
1253
CX Institutional
Indiana
$254K -$48.3K -279 -16%
DU
1254
Delphia (USA)
Ontario, Canada
$253K +$254K +1,470 New
LCM
1255
LVM Capital Management
Michigan
$252K +$8.65K +50 +4%
MCA
1256
Martin Capital Advisors
Texas
$250K +$8.65K +50 +4%
WCFA
1257
Walkner Condon Financial Advisors
Wisconsin
$249K +$251K +1,450 New
MA
1258
MJP Associates
Connecticut
$248K -$2.42K -14 -1%
CWM
1259
Cahill Wealth Management
Michigan
$248K +$173 +1 +0.1%
MWM
1260
Meridian Wealth Management
Kentucky
$248K +$23.9K +138 +11%
EFG
1261
Everhart Financial Group
Ohio
$247K +$248K +1,433 New
DBT
1262
Dubuque Bank & Trust
Iowa
$246K -$31.1K -180 -11%
IC
1263
Intersect Capital
California
$245K +$50.5K +292 +26%
PWMG
1264
Prestige Wealth Management Group
New Jersey
$244K -$1.9K -11 -0.8%
MRCM
1265
M&R Capital Management
New Jersey
$242K +$173K +1,000 +242%
CWS
1266
Confluence Wealth Services
Pennsylvania
$241K +$16.9K +98 +8%
ARC
1267
Advisor Resource Council
Texas
$241K +$242K +1,402 New
SCA
1268
Sandy Cove Advisors
Massachusetts
$238K +$4.84K +28 +2%
FC
1269
Forte Capital
New York
$237K -$5.88K -34 -2%
SSA
1270
South Street Advisors
New York
$237K
EWM
1271
Endowment Wealth Management
Wisconsin
$236K +$6.57K +38 +3%
WF
1272
Welch & Forbes
Massachusetts
$235K +$2.59K +15 +1%
PCIA
1273
Prime Capital Investment Advisors
Kansas
$235K +$236K +1,366 New
BFO
1274
Biltmore Family Office
North Carolina
$234K
PFP
1275
Paragon Financial Partners
California
$233K +$346 +2 +0.1%