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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
3051
Center for Financial Planning
Michigan
$8.08M -$44.8K -172 -0.5%
MAM
3052
Morse Asset Management
Connecticut
$8.08M +$128K +491 +2%
LC
3053
Landaas & Company
Wisconsin
$8.08M +$969K +3,724 +13%
OFW
3054
Omnia Family Wealth
Florida
$8.07M -$1.73M -6,654 -17%
SWAG
3055
Spectrum Wealth Advisory Group
California
$8.06M +$16.7K +64 +0.2%
LFS
3056
Legacy Financial Strategies
Kansas
$8.05M -$91.1K -350 -1%
CWWM
3057
Clear Wave Wealth Management
New Jersey
$8.05M +$8.26M +31,737 New
DCM
3058
Delta Capital Management
New Jersey
$8.05M
OWP
3059
ORG Wealth Partners
Texas
$8.05M -$211K -809 -2%
SCI
3060
Stableford Capital II
Arizona
$8.04M -$111K -425 -1%
RCM
3061
Regency Capital Management
Hawaii
$8.04M +$1.38M +5,318 +20%
HCM
3062
Hudson Capital Management
New Jersey
$8.04M +$512K +1,969 +7%
FAMI
3063
Fideuram Asset Management (Ireland)
$8.04M -$58.7M -225,480 -88%
FF
3064
Farrell Financial
New York
$8.03M +$445K +1,711 +6%
VAF
3065
Values Added Financial
District of Columbia
$8.03M +$190K +729 +2%
NFG
3066
Norris Financial Group
South Carolina
$8.03M +$26.5K +102 +0.3%
Dodge & Cox
3067
Dodge & Cox
California
$8.02M -$52K -200 -0.6%
JC
3068
JM2 Capital
Oklahoma
$8.02M -$40.3K -155 -0.5%
BRPW
3069
Ballast Rock Private Wealth
South Carolina
$8.01M +$592K +2,275 +8%
EA
3070
Enclave Advisors
Texas
$8M -$9.11K -35 -0.1%
ACM
3071
Advance Capital Management
Michigan
$7.99M -$7.29K -28 -0.1%
HP
3072
Haven Private
Florida
$7.99M -$35.9K -138 -0.4%
SCM
3073
Stevens Capital Management
Pennsylvania
$7.98M +$6.71M +25,772 +453%
TCP
3074
TMB Capital Partners
Arkansas
$7.98M -$13.8K -53 -0.2%
APW
3075
Acima Private Wealth
Virginia
$7.98M -$81.2K -312 -1%