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Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
2976
Per Stirling Capital Management
Texas
$8.2M -$1.04M -4,598 -12%
CFFP
2977
Center for Financial Planning
Michigan
$8.19M +$926K +4,098 +15%
FWM
2978
Fingerlakes Wealth Management
New York
$8.19M -$59.9K -265 -0.8%
EA
2979
Enclave Advisors
Texas
$8.19M +$48.3K +214 +0.7%
GPWM
2980
Grant Private Wealth Management
California
$8.18M +$1.09M +4,846 +18%
NED
2981
Nancy E. Dempze
$8.17M +$50.6K +224 +0.7%
BSCCG
2982
Blue Sky Capital Consultants Group
California
$8.17M -$441K -1,952 -6%
CGH
2983
CMG Global Holdings
Texas
$8.17M -$37K -164 -0.5%
CL
2984
CVFG LLC
Indiana
$8.16M -$41.3K -183 -0.6%
APW
2985
Acima Private Wealth
Virginia
$8.16M +$11.5K +51 +0.2%
EL
2986
EWA LLC
Pennsylvania
$8.16M -$443K -1,963 -6%
EFM
2987
Eley Financial Management
Vermont
$8.16M +$16.5K +73 +0.2%
LC
2988
LCNB Corp
Ohio
$8.16M -$191K -847 -3%
RP
2989
Riverbridge Partners
Minnesota
$8.15M -$83.1K -368 -1%
IAG
2990
Investment Advisory Group
Massachusetts
$8.15M +$148K +654 +2%
VAG
2991
VisionPoint Advisory Group
Texas
$8.13M +$863K +3,820 +14%
LFS
2992
Legacy Financial Strategies
Kansas
$8.12M +$56.7K +251 +0.8%
SIP
2993
Stoneridge Investment Partners
Pennsylvania
$8.11M -$640K -2,834 -8%
FSBI
2994
Fearless Solutions (Best Invest)
Texas
$8.11M -$95.6K -423 -1%
HP
2995
Haven Private
Florida
$8.1M -$1.49M -6,578 -17%
GF
2996
Gries Financial
Ohio
$8.1M +$430K +1,902 +6%
NF
2997
Nvest Financial
New Hampshire
$8.08M -$1.47M -6,510 -17%
SWA
2998
Strategies Wealth Advisors
Michigan
$8.08M +$530K +2,344 +8%
AWG
2999
Altus Wealth Group
Colorado
$8.06M +$228K +1,009 +3%
FGWP
3000
Founders Grove Wealth Partners
Virginia
$8.06M +$584K +2,586 +9%