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Name Holding Trade Value Shares
Change
Change in
Stake
LFP
2826
Lakeshore Financial Planning
Michigan
$10.9M -$172K -600 -2%
Quattro Advisors
2827
Quattro Advisors
Pennsylvania
$10.8M +$54.6K +191 +0.5%
Wisconsin Capital Management
2828
Wisconsin Capital Management
Wisconsin
$10.8M +$33.5K +117 +0.3%
ROI Financial Advisors
2829
ROI Financial Advisors
Oregon
$10.8M -$264K -923 -2%
Cane Capital Partners
2830
Cane Capital Partners
Louisiana
$10.8M -$1.67M -5,831 -14%
LFGO
2831
Legacy Financial Group (Oklahoma)
Oklahoma
$10.8M -$369K -1,290 -3%
TrustBank
2832
TrustBank
Illinois
$10.8M -$13.4K -47 -0.1%
Pinnacle Bancorp
2833
Pinnacle Bancorp
Nebraska
$10.8M +$504K +1,761 +5%
Yarger Wealth Strategies
2834
Yarger Wealth Strategies
Ohio
$10.8M +$142K +495 +1%
Founders Grove Wealth Partners
2835
Founders Grove Wealth Partners
Virginia
$10.8M +$941K +3,290 +10%
Patron Partners
2836
Patron Partners
Texas
$10.8M -$32K -112 -0.3%
Old Port Advisors
2837
Old Port Advisors
Maine
$10.8M +$26K +91 +0.2%
Beacon Investment Advisors
2838
Beacon Investment Advisors
Maryland
$10.7M +$3.72K +13 +0%
Keynote Financial Services
2839
Keynote Financial Services
Connecticut
$10.7M -$135K -471 -1%
Rahlfs Capital
2840
Rahlfs Capital
Texas
$10.7M +$28.6K +100 +0.3%
Consolidated Planning Corp
2841
Consolidated Planning Corp
Georgia
$10.7M -$454K -1,587 -4%
Banco BTG Pactual
2842
Banco BTG Pactual
Brazil
$10.7M +$9.9M +34,780 +1,564%
Howard Wealth Management
2843
Howard Wealth Management
Connecticut
$10.7M +$433K +1,515 +4%
Capstone Wealth Management Group (Oregon)
2844
Capstone Wealth Management Group (Oregon)
Oregon
$10.7M -$658K -2,299 -6%
McAlister Sweet & Associates
2845
McAlister Sweet & Associates
Texas
$10.7M +$22.3K +78 +0.2%
East Coast Asset Management
2846
East Coast Asset Management
Massachusetts
$10.7M -$506K -1,768 -5%
BC
2847
Bruce & Co
Illinois
$10.7M -$572K -2,000 -5%
Elmwood Wealth Management
2848
Elmwood Wealth Management
California
$10.7M +$154K +540 +1%
Patrick M. Sweeney & Associates
2849
Patrick M. Sweeney & Associates
Illinois
$10.7M -$61.5K -215 -0.6%
Triasima Portfolio Management
2850
Triasima Portfolio Management
Quebec, Canada
$10.7M +$3.53M +12,349 +50%