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Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
3526
PCA Investment Advisory Services
Ohio
$3.71M -$4.8K -26 -0.1%
WF
3527
Whelan Financial
California
$3.7M +$1.11K +6 +0%
TCM
3528
Tradewinds Capital Management
Washington
$3.7M +$24.2K +131 +0.7%
CPL
3529
CAP Partners LLC
Tennessee
$3.7M +$3.55M +19,210 New
PSIWM
3530
Paradigm Strategies in Wealth Management
Minnesota
$3.69M -$496K -2,684 -12%
AIA
3531
Affinity Investment Advisors
California
$3.69M -$613K -3,318 -15%
VAFP
3532
Vahanian & Associates Financial Planning
New York
$3.69M -$396K -2,145 -10%
TW
3533
Towerpoint Wealth
California
$3.69M -$61.5K -333 -2%
MGAM
3534
McGowan Group Asset Management
Texas
$3.68M -$7.02K -38 -0.2%
DSA
3535
Droms Strauss Advisors
Missouri
$3.67M +$587K +3,179 +20%
GITFIT
3536
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.67M
TFA
3537
Tobias Financial Advisors
Florida
$3.67M +$68.9K +373 +2%
TFG
3538
Taylor Financial Group
Virginia
$3.66M +$3.51M +19,008 New
WPW
3539
Watershed Private Wealth
Illinois
$3.66M +$146K +790 +4%
MA
3540
Mosaic Advisors
Texas
$3.65M +$1.48K +8 +0%
RIS
3541
Retirement Income Solutions
Michigan
$3.65M -$18.3K -99 -0.5%
CFO
3542
Colony Family Offices
North Carolina
$3.65M
SIM
3543
Sterling Investment Management
Arizona
$3.64M +$245K +1,328 +8%
FWMM
3544
Foundation Wealth Management (Missouri)
Missouri
$3.64M +$7.39K +40 +0.2%
V
3545
ViaWealth
Kansas
$3.64M -$135K -730 -4%
FWM
3546
FMB Wealth Management
California
$3.64M -$2.03K -11 -0.1%
SAW
3547
Signal Advisors Wealth
Michigan
$3.63M +$3.49M +18,878 New
GAM
3548
GEM Asset Management
Michigan
$3.63M +$117K +636 +3%
SC
3549
Schulhoff & Co
Ohio
$3.63M -$15.7K -85 -0.4%
WAOI
3550
Wealth Advisors of Iowa
Iowa
$3.63M +$1.48K +8 +0%