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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
3551
Guidance Point Advisors
Massachusetts
$800K +$883 +6 +0.1%
CCM
3552
Cullen Capital Management
New York
$798K
EL
3553
Envoi LLC
Minnesota
$797K +$169K +1,149 +26%
SFA
3554
Seneca Financial Advisors
New York
$795K +$10.5K +71 +1%
NCG
3555
Newport Capital Group
New Jersey
$794K +$73.6K +500 +10%
SA
3556
SRH Advisors
Kansas
$789K
MMM
3557
Mendel Money Management
Illinois
$786K +$81K +550 +11%
MAG
3558
Mokosak Advisory Group
Iowa
$782K +$13.8K +94 +2%
CM
3559
Capital Management
Virginia
$779K +$40.6K +276 +5%
JC
3560
Jentner Corp
Ohio
$767K -$13K -88 -2%
APC
3561
Asset Planning Corporation
Tennessee
$762K -$1.18K -8 -0.1%
HFAS
3562
Hummer Financial Advisory Services
Illinois
$760K +$51.5K +350 +7%
CSIA
3563
Charles Schwab Investment Advisory
California
$758K +$62K +421 +9%
RTL
3564
Red Tortoise LLC
Georgia
$758K +$808K +5,486 New
BBA
3565
Braun-Bostich & Associates
Pennsylvania
$756K +$14.7K +100 +2%
Nisa Investment Advisors
3566
Nisa Investment Advisors
Missouri
$753K +$22.6M +153,713 +3%
CAM
3567
CenterStar Asset Management
Illinois
$752K
OEP
3568
Ocean Endowment Partners
Illinois
$745K
BWL
3569
Beacon Wealthcare LLC
North Carolina
$742K -$25.3K -172 -3%
HHRDM
3570
H&H Retirement Design & Management
Nevada
$739K -$29.3K -199 -4%
BWM
3571
Blossom Wealth Management
California
$735K +$10.3K +70 +1%
T
3572
TRUADVICE
Florida
$732K -$10.2M -69,412 -93%
RVPG
3573
Relative Value Partners Group
$732K -$115K -784 -13%
PCH
3574
Polar Capital Holdings
United Kingdom
$730K -$56.2M -381,711 -7%
AWA
3575
ARQ Wealth Advisors
Arizona
$728K -$48.7K -331 -6%