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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
2826
Center for Financial Planning
Michigan
$3.84M +$139K +1,073 +4%
BWM
2827
BigSur Wealth Management
Florida
$3.83M +$680K +5,250 +23%
RCM
2828
Regency Capital Management
Hawaii
$3.83M +$379K +2,926 +12%
AWMG
2829
Alliance Wealth Management Group
New Jersey
$3.83M +$11.1K +86 +0.3%
SAM
2830
Stewart Asset Management
New York
$3.82M -$881K -6,803 -20%
KPWG
2831
KFA Private Wealth Group
Virginia
$3.8M -$58.7K -453 -2%
PRS
2832
Pinkerton Retirement Specialists
Idaho
$3.8M -$12.3K -95 -0.3%
GSC
2833
G&S Capital
Colorado
$3.8M +$182K +1,401 +5%
MPIA
2834
Mountain Pacific Investment Advisers
Idaho
$3.79M +$907 +7 +0%
RMC
2835
Regis Management Company
California
$3.79M -$112K -864 -3%
HPWM
2836
High Pines Wealth Management
Massachusetts
$3.78M -$1.86M -14,358 -34%
MWP
2837
Madison Wealth Partners
Wisconsin
$3.77M +$722K +5,573 +25%
MIC
2838
MU Investments Company
Japan
$3.76M
BIM
2839
Barton Investment Management
Pennsylvania
$3.74M -$25.9K -200 -0.7%
TIM
2840
Total Investment Management
Arizona
$3.74M +$2.55M +19,689 +258%
GAM
2841
Gould Asset Management
California
$3.74M -$54.9K -424 -2%
SCP
2842
Syntal Capital Partners
Texas
$3.73M +$130 +1 +0%
FAN
2843
Financial Advisors Network
California
$3.73M +$229K +1,768 +7%
WCM
2844
Windsor Capital Management
Arizona
$3.73M -$218K -1,681 -6%
AIL
2845
AGF Investments LLC
Ontario, Canada
$3.73M -$62.6K -483 -2%
VFP
2846
Verus Financial Partners
Virginia
$3.73M -$6.35K -49 -0.2%
MA
2847
MBA Advisors
Pennsylvania
$3.72M -$39.3K -303 -1%
GA
2848
Gateway Advisory
New Jersey
$3.72M -$4.13M -31,881 -54%
CAGAS
2849
Capital Advisory Group Advisory Services
Minnesota
$3.72M -$257K -1,980 -7%
MWM
2850
Midwest Wealth Management
Indiana
$3.72M +$15.8K +122 +0.5%