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Name Holding Trade Value Shares
Change
Change in
Stake
CP
3576
Capital Planning
Washington
$6.33M +$23.7K +83 +0.4%
DWA
3577
Delap Wealth Advisory
Oregon
$6.32M -$56.1K -196 -0.9%
AI
3578
Atom Investors
Texas
$6.31M +$6.24M +21,814 New
RHIG
3579
R.H. Investment Group
Arizona
$6.31M -$858 -3 -0%
FCFC
3580
First Citizens Financial Corp
Iowa
$6.31M +$22.6K +79 +0.4%
OCWP
3581
Owl Creek Wealth Partners
Colorado
$6.3M +$127K +443 +2%
WIC
3582
Wilkins Investment Counsel
Massachusetts
$6.29M +$142K +495 +2%
FAP
3583
Financial Advisory Partners
Florida
$6.29M -$76.9K -269 -1%
SAS
3584
Stelac Advisory Services
New York
$6.29M +$10.9K +38 +0.2%
RPGNY
3585
Retirement Planning Group (New York)
New York
$6.27M +$318K +1,110 +5%
CM
3586
Capula Management
Cayman Islands
$6.27M -$8.2M -28,653 -57%
KPWM
3587
KDK Private Wealth Management
Texas
$6.27M +$3.87M +13,542 +167%
KFS
3588
Krane Financial Solutions
California
$6.27M -$40.6K -142 -0.7%
WLIM
3589
White Lighthouse Investment Management
Massachusetts
$6.26M -$143K -501 -2%
GP
3590
GLR Partners
Maryland
$6.26M +$310K +1,084 +5%
PWA
3591
Primoris Wealth Advisors
Florida
$6.26M +$11.2K +39 +0.2%
WFA
3592
WJ Financial Advisors
Connecticut
$6.25M +$1.43K +5 +0%
AF
3593
AGP Franklin
Tennessee
$6.25M +$161K +564 +3%
SP
3594
Successful Portfolios
Florida
$6.25M -$41.8K -146 -0.7%
WWM
3595
Whalen Wealth Management
Nevada
$6.24M -$808K -2,824 -12%
CCA
3596
Cypress Capital Advisors
Tennessee
$6.24M -$50.3K -176 -0.8%
WWM
3597
Wolff Wiese Magana
California
$6.24M +$1.44M +5,022 +30%
AIA
3598
Affinity Investment Advisors
California
$6.23M -$293K -1,023 -5%
B
3599
Bayban
Minnesota
$6.22M +$434K +1,517 +8%
RCI
3600
RS Crum Inc
California
$6.22M +$283K +990 +5%