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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
3251
Worth Financial Advisory Group
North Carolina
$4.8M +$20.9K +113 +0.5%
MAM
3252
MWA Asset Management
Massachusetts
$4.8M +$3.51K +19 +0.1%
TWM
3253
Triton Wealth Management
Arizona
$4.79M +$78.3K +424 +2%
S
3254
Sunpointe
Missouri
$4.78M +$4.59M +24,838 New
W
3255
WPWealth
Texas
$4.78M -$149K -806 -3%
SW
3256
Signify Wealth
Missouri
$4.78M -$242K -1,311 -5%
RA
3257
Rockingstone Advisors
Massachusetts
$4.77M -$372K -2,015 -8%
JWM
3258
JPL Wealth Management
Colorado
$4.76M +$4.56M +24,720 New
CCA
3259
Catalyst Capital Advisors
New York
$4.76M +$262K +1,418 +6%
FFA
3260
Fortune Financial Advisors
Kansas
$4.75M -$60.4K -327 -1%
PP
3261
PrairieView Partners
Minnesota
$4.75M -$210K -1,140 -4%
NAMNJ
3262
NorthStar Asset Management (New Jersey)
New Jersey
$4.74M +$4.55M +24,635 New
HPM
3263
Hoxton Planning & Management
West Virginia
$4.74M +$141K +764 +3%
PAM
3264
Paradigm Asset Management
New York
$4.74M -$92.3K -500 -2%
IIM
3265
InTrack Investment Management
Vermont
$4.73M +$101K +548 +2%
DCM
3266
Dimension Capital Management
Florida
$4.73M +$2.79M +15,131 +161%
HCM
3267
Howard Capital Management
Georgia
$4.72M +$598K +3,240 +15%
CFG
3268
Carr Financial Group
Massachusetts
$4.72M +$43.2K +234 +1%
ACA
3269
American Capital Advisory
Idaho
$4.72M +$4.53M +24,511 New
DA
3270
Doliver Advisors
Texas
$4.71M -$137K -743 -3%
GM
3271
Granger Management
New York
$4.71M +$578K +3,131 +15%
Dodge & Cox
3272
Dodge & Cox
California
$4.71M
EIA
3273
Eldridge Investment Advisors
New Hampshire
$4.71M -$119K -647 -3%
NWA
3274
New World Advisors
Massachusetts
$4.7M -$160K -865 -3%
PCMC
3275
Planning Capital Management Corporation
Pennsylvania
$4.7M +$4.5M +24,394 New