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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
3126
Center for Financial Planning
Michigan
$6.77M -$428K -1,917 -6%
AWC
3127
Adamsbrown Wealth Consultants
Kansas
$6.76M +$1.25M +5,600 +24%
LWMI
3128
Landmark Wealth Management (Illinois)
Illinois
$6.76M -$34.2K -153 -0.5%
IIL
3129
Insight Inv LLC
California
$6.76M -$54.7K -245 -0.8%
UAM
3130
Unison Asset Management
Florida
$6.75M -$10K -45 -0.2%
EFH
3131
Eaton Financial Holdings
Florida
$6.74M +$6.46M +28,938 New
SCM
3132
Sage Capital Management
New Jersey
$6.73M +$68.3K +306 +1%
BDL
3133
Bey-Douglas LLC
Georgia
$6.72M +$432K +1,936 +7%
GSWM
3134
Greenup Street Wealth Management
Michigan
$6.7M +$601K +2,693 +10%
MWM
3135
MGB Wealth Management
Texas
$6.7M -$562K -2,518 -8%
PFA
3136
Plotkin Financial Advisors
Maryland
$6.69M -$4.69K -21 -0.1%
CPCM
3137
Cardinal Point Capital Management
Ontario, Canada
$6.69M +$54.7K +245 +0.9%
RIM
3138
Rockbridge Investment Management
New York
$6.69M -$171K -767 -3%
EB
3139
Exchange Bank
California
$6.67M -$115K -514 -2%
PFP
3140
Paragon Financial Partners
California
$6.67M +$2.46K +11 +0%
SFC
3141
SYM Financial Corp
Indiana
$6.67M +$379K +1,695 +6%
LC
3142
Landaas & Company
Wisconsin
$6.67M -$372K -1,665 -5%
4WM
3143
49 Wealth Management
Texas
$6.66M -$279K -1,251 -4%
WFS
3144
Widmann Financial Services
Maryland
$6.66M -$82.2K -368 -1%
WOC
3145
West Oak Capital
California
$6.65M +$422K +1,888 +7%
RDIA
3146
RE Dickinson Investment Advisors
Iowa
$6.65M -$42.9K -192 -0.7%
CFCI
3147
Comprehensive Financial Consultants Institutional
Indiana
$6.65M -$163K -729 -2%
CA
3148
Cannon Advisors
North Carolina
$6.65M +$6.52M +29,181 New
AWMG
3149
Alliance Wealth Management Group
New Jersey
$6.64M +$93.8K +420 +1%
PPC
3150
Park Place Capital
Alabama
$6.63M +$855K +3,827 +16%