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Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
2926
Sensible Financial Planning & Management
Massachusetts
$3.24M +$2.28M +18,924 +346%
EWP
2927
Engrave Wealth Partners
Texas
$3.23M -$1.55M -12,863 -34%
PIM
2928
Parker Investment Management
California
$3.23M +$19.8K +165 +0.7%
CCM
2929
Compass Capital Management
Minnesota
$3.23M -$625K -5,200 -18%
FF
2930
Fluent Financial
Texas
$3.21M -$98.3K -817 -3%
CP
2931
Capital Planning
Washington
$3.21M +$2.91M +24,198 New
RTS
2932
Round Table Services
New Jersey
$3.19M +$104K +866 +4%
AWM
2933
Accel Wealth Management
Iowa
$3.19M +$2.89M +24,042 New
PH
2934
Pinnacle Holdings
Oklahoma
$3.19M +$80.2K +667 +3%
AC
2935
AlphaCore Capital
California
$3.18M +$10.6K +88 +0.4%
FMT
2936
First Mercantile Trust
Tennessee
$3.18M +$349K +2,900 +14%
MPPLM
2937
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.18M +$41K +341 +1%
HCM
2938
HMS Capital Management
Tennessee
$3.17M -$125K -1,038 -4%
HAI
2939
Hennessy Advisors Inc
California
$3.17M +$15.8K +131 +0.6%
PMA
2940
Prudent Man Advisors
Illinois
$3.17M -$4.09K -34 -0.1%
RRA
2941
Round Rock Advisors
Connecticut
$3.16M +$2.87M +23,849 New
MAS
2942
Managed Account Services
Florida
$3.16M +$4.57K +38 +0.2%
CWA
2943
Capital Wealth Alliance
Arizona
$3.16M -$20.2K -168 -0.7%
CPH
2944
C Partners Holding
Switzerland
$3.16M -$231K -1,920 -7%
FFG
2945
Ford Financial Group
California
$3.14M +$10.8K +90 +0.4%
HKAM
2946
Horizon Kinetics Asset Management
New York
$3.13M -$2.18M -18,111 -43%
WDL
2947
Well Done LLC
Michigan
$3.12M +$792K +6,581 +39%
QSS
2948
Quantitative Systematic Strategies
Florida
$3.12M +$2.82M +23,482 New
MFG
2949
Menard Financial Group
Texas
$3.11M +$61.5K +511 +2%
RWA
2950
RGT Wealth Advisors
Texas
$3.1M -$1.05M -8,689 -27%