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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
3451
Dividend Assets Capital
South Carolina
$4.6M -$1.41K -7 -0%
CP
3452
Capital Planning
Washington
$4.6M -$776K -3,841 -15%
SFG
3453
Synergy Financial Group
California
$4.59M +$239K +1,185 +6%
PFW
3454
Petros Family Wealth
Minnesota
$4.59M -$44.2K -219 -1%
FNBSF
3455
First National Bank Sioux Falls
South Dakota
$4.59M -$430K -2,127 -9%
CFA
3456
Camarda Financial Advisors
Florida
$4.58M -$29.9K -148 -0.7%
PWA
3457
Primoris Wealth Advisors
Florida
$4.58M +$39.8K +197 +0.9%
WCM
3458
Wedge Capital Management
North Carolina
$4.57M -$51.7M -256,100 -92%
RGF
3459
Retirement Guys Formula
Ohio
$4.57M +$110K +543 +2%
HS
3460
Horan Securities
United States
$4.57M +$67K +332 +2%
WF
3461
WinCap Financial
Massachusetts
$4.56M +$49.9K +247 +1%
WDL
3462
Well Done LLC
Michigan
$4.56M -$602K -2,981 -12%
EWM
3463
Elmwood Wealth Management
California
$4.55M -$304K -1,506 -6%
WI
3464
Westbourne Investments
Virginia
$4.54M -$1.45M -7,195 -25%
RCI
3465
RS Crum Inc
California
$4.54M -$142K -703 -3%
FFC
3466
Frederick Financial Consultants
Maryland
$4.54M -$70.5K -349 -2%
PFM
3467
Phillips Financial Management
Indiana
$4.53M +$47.9K +237 +1%
RIP
3468
Reliant Investment Partners
North Carolina
$4.53M -$205K -1,016 -4%
BI
3469
Bolthouse Investments
California
$4.53M -$23.8K -118 -0.5%
PCS
3470
Private Client Services
Kentucky
$4.53M +$1.67M +8,272 +60%
ACM
3471
Aspen Capital Management
Idaho
$4.52M +$28.5K +141 +0.6%
MSCM
3472
McElhenny Sheffield Capital Management
Texas
$4.52M +$206K +1,021 +5%
UW
3473
Unique Wealth
Florida
$4.52M +$28.9K +143 +0.7%
EA
3474
Emerald Advisors
Washington
$4.52M +$330K +1,634 +8%
TFA
3475
Tobias Financial Advisors
Florida
$4.51M -$7.67K -38 -0.2%
137 138
139
140 141