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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Life Planners
3476
Financial Life Planners
Arizona
$6.96M -$140K -488 -2%
Encompass More Asset Management
3477
Encompass More Asset Management
California
$6.96M -$3.36M -11,749 -33%
GBFG
3478
Gerald Baker Financial Group
Texas
$6.96M +$71.5K +250 +1%
Rainier Family Wealth
3479
Rainier Family Wealth
Washington
$6.96M -$97.3K -340 -1%
Thayer Partners
3480
Thayer Partners
Pennsylvania
$6.96M +$167K +584 +2%
LOM Asset Management
3481
LOM Asset Management
$6.95M +$799K +2,795 +13%
Graphene Investments SAS
3482
Graphene Investments SAS
France
$6.94M – – –
Castleview Partners
3483
Castleview Partners
Texas
$6.94M -$416K -1,455 -6%
Petersen Hastings Wealth Advisors
3484
Petersen Hastings Wealth Advisors
Washington
$6.94M +$1.21M +4,247 +22%
Pine Grove Financial Group
3485
Pine Grove Financial Group
Minnesota
$6.94M +$1.51M +5,292 +28%
Pacific Point Advisors
3486
Pacific Point Advisors
California
$6.94M -$84.7K -296 -1%
FIM
3487
FWL Investment Management
Texas
$6.93M -$112K -391 -2%
Stevens Capital Partners
3488
Stevens Capital Partners
Nebraska
$6.93M +$1.21M +4,217 +21%
Libra Wealth
3489
Libra Wealth
California
$6.93M +$310K +1,083 +5%
Eight 31 Financial
3490
Eight 31 Financial
Texas
$6.92M -$561K -1,962 -8%
Pointe Capital Management
3491
Pointe Capital Management
Michigan
$6.9M +$427K +1,493 +7%
PCM
3492
Park Capital Management
Wisconsin
$6.9M -$140K -488 -2%
Act Wealth Management
3493
Act Wealth Management
Texas
$6.89M -$90.1K -315 -1%
Clarendon Private
3494
Clarendon Private
Massachusetts
$6.88M +$111K +388 +2%
BHK Investment Advisors
3495
BHK Investment Advisors
Alabama
$6.87M -$437K -1,529 -6%
Marshall Investment Management
3496
Marshall Investment Management
Colorado
$6.86M +$1.21M +4,240 +22%
HRC Wealth Management
3497
HRC Wealth Management
Idaho
$6.86M -$7.44K -26 -0.1%
Wall Street Financial Group
3498
Wall Street Financial Group
Illinois
$6.85M +$886K +3,097 +15%
Safe Harbor Fiduciary
3499
Safe Harbor Fiduciary
Florida
$6.83M +$149K +521 +2%
Trustco Bank (New York)
3500
Trustco Bank (New York)
New York
$6.83M -$162K -566 -2%