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Name Holding Trade Value Shares
Change
Change in
Stake
PCI
2651
Planning Center Inc
Illinois
$6.87M -$203K -1,107 -3%
TCPWM
2652
Traverso Chambers Private Wealth Management
California
$6.86M +$23.1K +126 +0.3%
KSCM
2653
Kamunting Street Capital Management
Florida
$6.85M +$7.34M +40,000 New
TWP
2654
Tempus Wealth Planning
California
$6.85M -$245K -1,336 -3%
AFC
2655
AFT Forsyth & Company
Florida
$6.84M +$39.4K +215 +0.5%
EFL
2656
ERn Financial LLC
Wisconsin
$6.84M +$101K +553 +1%
SLG
2657
Stanley-Laman Group
Pennsylvania
$6.84M -$416K -2,271 -5%
ES
2658
Eagle Strategies
New York
$6.84M +$1.3M +7,110 +22%
FFA
2659
Fi3 Financial Advisors
Indiana
$6.84M +$390K +2,127 +6%
IAS
2660
IMA Advisory Services
Colorado
$6.82M -$117K -640 -2%
SGCA
2661
Steel Grove Capital Advisors
Tennessee
$6.79M +$189K +1,033 +3%
SCM
2662
Sitrin Capital Management
California
$6.78M +$846K +4,611 +13%
BWM
2663
Bulltick Wealth Management
Florida
$6.78M +$50.2K +274 +0.7%
DWM
2664
Denver Wealth Management
Colorado
$6.78M -$56.1K -306 -0.8%
WWP
2665
WR Wealth Planners
Missouri
$6.77M -$14.3K -78 -0.2%
OIM
2666
Orca Investment Management
Oregon
$6.77M +$253K +1,380 +4%
SCP
2667
Shorepoint Capital Partners
Massachusetts
$6.77M -$162K -886 -2%
EIG
2668
Ellenbecker Investment Group
Wisconsin
$6.76M +$220K +1,197 +3%
LBWM
2669
Left Brain Wealth Management
Illinois
$6.75M -$25.5K -139 -0.4%
AA
2670
Altrafin AG
$6.74M -$314K -1,714 -4%
SIG
2671
Sky Investment Group
Connecticut
$6.73M +$120K +652 +2%
PWM
2672
PBMares Wealth Management
Virginia
$6.72M -$156K -849 -2%
CA
2673
Cambridge Advisors
Nebraska
$6.72M -$145K -792 -2%
BIA
2674
Benchmark Investment Advisors
Illinois
$6.72M -$82.7K -451 -1%
HWM
2675
Heirloom Wealth Management
Colorado
$6.72M -$189K -1,029 -3%