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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3826
Shakespeare Wealth Management
Wisconsin
$1.9M +$489K +2,669 +32%
RFP
3827
Roth Financial Partners
Texas
$1.89M +$147K +800 +8%
RWA
3828
Redmont Wealth Advisors
Illinois
$1.89M +$917 +5 +0%
PAG
3829
Powers Advisory Group
Illinois
$1.89M +$13.6K +74 +0.7%
SL
3830
Stevard LLC
Illinois
$1.89M +$4.95K +27 +0.2%
KHC
3831
Koesten Hirschmann & Crabtree
Kansas
$1.89M +$183 +1 +0%
FWM
3832
ForthRight Wealth Management
Georgia
$1.89M -$144K -783 -7%
SJL
3833
Shayne & Jacobs LLC
Tennessee
$1.89M +$2.02M +11,026 New
PWA
3834
Peterson Wealth Advisors
Utah
$1.89M -$6.05K -33 -0.3%
TAM
3835
Tealwood Asset Management
Minnesota
$1.89M -$22.4K -122 -1%
JGCM
3836
Joseph Group Capital Management
Ohio
$1.89M +$183 +1 +0%
LC
3837
Longitude (Cayman)
Cayman Islands
$1.88M +$183K +1,000 +10%
Legacy Financial Group (Iowa)
3838
Legacy Financial Group (Iowa)
Iowa
$1.88M +$8.44K +46 +0.4%
KWM
3839
Kaydan Wealth Management
Michigan
$1.88M -$115K -627 -5%
RIP
3840
RAM Investment Partners
Washington
$1.88M -$69.3K -378 -3%
FCM
3841
Fairbanks Capital Management
California
$1.87M -$290K -1,583 -13%
FPTW
3842
Franklin, Parlapiano, Turner & Welch
Texas
$1.87M
UCI
3843
Uncommon Cents Investing
Wisconsin
$1.87M -$138K -750 -6%
PCC
3844
Park Circle Company
Maryland
$1.87M
PG
3845
Prostatis Group
Maryland
$1.86M -$63.9M -348,478 -97%
WCWM
3846
Wooster Corthell Wealth Management
Connecticut
$1.86M -$96.5K -526 -5%
TWM
3847
Tolleson Wealth Management
Texas
$1.86M -$423K -2,308 -18%
DP
3848
Divergent Planning
Maryland
$1.86M +$63.5K +346 +3%
AWM
3849
Avondale Wealth Management
Texas
$1.85M -$9.17K -50 -0.5%
CCP
3850
Carmel Capital Partners
California
$1.85M +$355K +1,935 +22%