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Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
3101
Morey & Quinn Wealth Partners
Nebraska
$7.4M -$32.3K -143 -0.5%
CAM
3102
Chesapeake Asset Management
New York
$7.39M -$37.5K -166 -0.6%
PBF
3103
Petix & Botte Financial
California
$7.38M -$421K -1,864 -6%
WCM
3104
Windsor Capital Management
Arizona
$7.37M +$3.61K +16 +0.1%
TFA
3105
TPG Financial Advisors
Oregon
$7.37M -$68.4K -303 -1%
AAM
3106
Auxier Asset Management
Oregon
$7.37M +$53.5K +237 +0.8%
VDI
3107
Vaughan David Investments
Illinois
$7.37M -$180K -795 -3%
AWMG
3108
Alliance Wealth Management Group
New Jersey
$7.37M -$261K -1,157 -4%
MAG
3109
Mayfair Advisory Group
Alabama
$7.37M -$61K -270 -0.9%
SDWMA
3110
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.36M +$379K +1,676 +6%
CCM
3111
Crew Capital Management
Ohio
$7.36M -$112K -494 -2%
EM
3112
ELCO Management
New York
$7.35M -$218K -965 -3%
FAFN
3113
First Affirmative Financial Network
Colorado
$7.35M +$197K +870 +3%
HCM
3114
Hengehold Capital Management
Ohio
$7.35M +$156K +690 +2%
SPWM
3115
Spartan Planning & Wealth Management
North Carolina
$7.35M +$6.52M +28,850 New
AIM
3116
AHL Investment Management
Florida
$7.34M -$308K -1,362 -5%
HFBOT
3117
Home Federal Bank of Tennessee
Tennessee
$7.34M -$2.26K -10 -0%
SR
3118
Syntax Research
Florida
$7.34M +$3.84K +17 +0.1%
S
3119
Sachetta
Massachusetts
$7.34M -$16.3K -72 -0.2%
GDP
3120
Great Diamond Partners
Maine
$7.34M -$21.2K -94 -0.3%
RIM
3121
RW Investment Management
Idaho
$7.34M -$433K -1,916 -6%
WFS
3122
Widmann Financial Services
Maryland
$7.34M +$83.8K +371 +1%
LGW
3123
Leslie Global Wealth
Illinois
$7.33M +$68.4K +303 +1%
PIAS
3124
PCA Investment Advisory Services
Ohio
$7.33M +$117K +519 +2%
BAWC
3125
Boyce & Associates Wealth Consulting
Texas
$7.32M +$4.3M +19,046 +196%