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Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
3351
Ullmann Wealth Partners Group
Florida
$3.41M +$353K +1,927 +11%
IWN
3352
Independent Wealth Network
Iowa
$3.39M +$32.6K +178 +0.9%
WFA
3353
Wade Financial Advisory
California
$3.39M -$255K -1,388 -7%
EA
3354
Emerald Advisors
Washington
$3.39M -$46.2K -252 -1%
CA
3355
Cumberland Advisors
Florida
$3.38M
AWM
3356
AAF Wealth Management
Massachusetts
$3.38M -$40.5K -221 -1%
CBOR
3357
Community Bank of Raymore
Missouri
$3.37M +$114K +620 +3%
CNB
3358
Camden National Bank
Maine
$3.37M +$31.7K +173 +0.9%
V
3359
ViaWealth
Kansas
$3.37M -$104K -566 -3%
RF
3360
Robbins Farley
New Hampshire
$3.35M -$291K -1,585 -7%
KCM
3361
Kendall Capital Management
Maryland
$3.35M -$134K -729 -4%
SGA
3362
Sustainable Growth Advisers
Connecticut
$3.35M
VCM
3363
Versant Capital Management
Arizona
$3.34M +$42K +229 +1%
JGIA
3364
Jackson Grant Investment Advisers
Connecticut
$3.34M -$55K -300 -2%
CWM
3365
Campbell Wealth Management
Virginia
$3.34M -$526K -2,866 -13%
TW
3366
Towerpoint Wealth
California
$3.34M -$66.2K -361 -2%
RRWA
3367
Rainey & Randall Wealth Advisors
Florida
$3.34M +$4.77K +26 +0.1%
LI
3368
LVZ Inc
Michigan
$3.33M -$154K -840 -4%
GWI
3369
Grace & White Inc
New York
$3.33M
HWMG
3370
Hurlow Wealth Management Group
Indiana
$3.31M +$264K +1,441 +8%
PIAS
3371
PCA Investment Advisory Services
Ohio
$3.31M -$37.2K -203 -1%
PWM
3372
Praetorian Wealth Management
California
$3.3M -$4.77K -26 -0.1%
BWM
3373
BCGM Wealth Management
Indiana
$3.3M -$67.5K -368 -2%
WF
3374
Whelan Financial
California
$3.29M +$167K +909 +5%
SWP
3375
Summit Wealth Partners
Florida
$3.29M +$97K +529 +3%