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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
3001
Center for Financial Planning
Michigan
$5.02M +$50.6K +320 +1%
EWA
3002
ERTS Wealth Advisors
Michigan
$5.01M -$130K -821 -3%
TWI
3003
Thomas White International
Illinois
$5.01M
SCP
3004
Stamos Capital Partners
California
$5.01M -$860K -5,440 -16%
TCWM
3005
Total Clarity Wealth Management
Illinois
$5M +$252K +1,597 +6%
BHIC
3006
Bassett Hargrove Investment Counsel
Delaware
$5M -$28.4K -180 -0.6%
DCM
3007
DGS Capital Management
New Jersey
$4.99M +$4.44M +28,122 New
BB
3008
Bell Bank
North Dakota
$4.99M -$60.1K -380 -1%
GSAM
3009
Grant Street Asset Management
Pennsylvania
$4.99M +$97.8K +619 +2%
PRS
3010
Pinkerton Retirement Specialists
Idaho
$4.98M +$2.37K +15 +0.1%
BMC
3011
Beaton Management Company
Massachusetts
$4.98M +$10.6K +67 +0.2%
EDRIA
3012
Edmonds Duncan Registered Investment Advisors
Kansas
$4.97M +$27.7K +175 +0.6%
Members Trust
3013
Members Trust
Florida
$4.95M +$1.1M +6,991 +33%
PFP
3014
Paragon Financial Partners
California
$4.95M +$4.4M +27,856 New
PAM
3015
Paradigm Asset Management
New York
$4.94M -$198K -1,254 -4%
BDF
3016
Black Diamond Financial
Maryland
$4.94M +$1.14M +7,238 +35%
SRSA
3017
S.R. Schill & Associates
Washington
$4.94M +$74.1K +469 +2%
DFG
3018
Demars Financial Group
Washington
$4.94M +$61.3K +388 +1%
AWG
3019
Altus Wealth Group
Colorado
$4.94M +$29.6K +187 +0.7%
WDL
3020
Well Done LLC
Michigan
$4.93M +$106K +672 +2%
SFG
3021
Sather Financial Group
Texas
$4.92M +$474 +3 +0%
TFP
3022
Tilia Fiduciary Partners
North Carolina
$4.92M +$4.38M +27,690 New
MWM
3023
Midwest Wealth Management
Indiana
$4.9M +$147K +928 +3%
TC
3024
Truvestments Capital
Florida
$4.9M +$159K +1,007 +4%
QWM
3025
QP Wealth Management
New Jersey
$4.9M -$114K -723 -3%