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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
2926
Crown Wealth Group
North Carolina
$3.98M +$60.3K +422 +1%
DJYG
2927
David J. Yvars Group
Florida
$3.98M -$9K -63 -0.2%
SL
2928
Summitry LLC
California
$3.98M -$22.7K -159 -0.5%
OPWM
2929
Oxinas Partners Wealth Management
Indiana
$3.98M -$108K -755 -2%
LWM
2930
Ledge Wealth Management
Minnesota
$3.98M +$756K +5,293 +21%
PFC
2931
Phocas Financial Corp
California
$3.98M -$374K -2,618 -8%
EWA
2932
Evolution Wealth Advisors
Florida
$3.97M +$303K +2,117 +7%
OCPWS
2933
One Charles Private Wealth Services
Massachusetts
$3.97M +$2.86K +20 +0.1%
SHA
2934
Seneca House Advisors
Virginia
$3.96M -$119K -834 -3%
LFA
2935
Landmark Financial Advisors
Kentucky
$3.96M -$172K -1,204 -4%
GDP
2936
Great Diamond Partners
Maine
$3.94M -$1.21M -8,471 -22%
IIM
2937
InTrack Investment Management
Vermont
$3.94M +$246K +1,718 +6%
WFMPM
2938
Woodley Farra Manion Portfolio Management
Indiana
$3.93M -$48.3K -338 -1%
JIC
2939
JRM Investment Counsel
Nebraska
$3.93M -$1.76M -12,300 -29%
ODFS
2940
O'Donnell Financial Services
California
$3.93M -$70.5K -493 -2%
AWP
2941
Accretive Wealth Partners
New Jersey
$3.93M -$235K -1,646 -5%
APA
2942
Astoria Portfolio Advisors
New York
$3.93M +$402K +2,810 +11%
BWA
2943
Burt Wealth Advisors
Maryland
$3.93M +$4.32M +30,219 New
AWMG
2944
Alliance Wealth Management Group
New Jersey
$3.92M +$286 +2 +0%
PPW
2945
Pasadena Private Wealth
California
$3.92M +$364K +2,548 +9%
RHP
2946
Royal Harbor Partners
Texas
$3.91M +$257K +1,801 +6%
MWP
2947
Meridian Wealth Partners
Pennsylvania
$3.91M +$104K +726 +2%
OF
2948
Outfitter Financial
Maine
$3.91M +$22.2K +155 +0.5%
ECA
2949
Elevated Capital Advisors
Utah
$3.9M +$309K +2,163 +8%
SIA
2950
Schear Investment Advisers
Ohio
$3.9M +$4.29M +30,039 New