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Name Holding Trade Value Shares
Change
Change in
Stake
SC
3901
Stephens Consulting
Michigan
$1.75M -$28.4K -155 -1%
SGC
3902
Slocum, Gordon & Co
Rhode Island
$1.75M +$55K +300 +3%
OA
3903
Operose Advisors
Wisconsin
$1.75M +$216K +1,176 +13%
VF
3904
Vawter Financial
Ohio
$1.74M +$804K +4,383 +76%
TWA
3905
Talisman Wealth Advisors
New Jersey
$1.74M -$4.4K -24 -0.2%
LFA
3906
Level Financial Advisors
New York
$1.73M -$24K -131 -1%
PWM
3907
Peterson Wealth Management
Nevada
$1.73M +$392K +2,138 +27%
HKAM
3908
Horizon Kinetics Asset Management
New York
$1.73M -$134K -729 -7%
PGF
3909
Plan Group Financial
Oklahoma
$1.73M -$1.63M -8,886 -47%
LFDLE
3910
La Financiere de L'Echiquier
France
$1.72M +$200K +1,088 +12%
CG
3911
Clifford Group
Massachusetts
$1.72M -$6.79K -37 -0.4%
EA
3912
Echo45 Advisors
California
$1.72M -$66K -360 -3%
JMF
3913
Johnson Midwest Financial
Iowa
$1.72M +$23.7K +129 +1%
SI
3914
SCP Investment
California
$1.71M
CWM
3915
Compass Wealth Management
Connecticut
$1.71M -$257K -1,400 -12%
TC
3916
Trilogy Capital
California
$1.71M -$208K -1,132 -10%
BAWC
3917
Boyce & Associates Wealth Consulting
Texas
$1.71M -$38.1K -208 -2%
CISOA
3918
Capital Investment Services of America
Wisconsin
$1.7M +$44.6K +243 +3%
CSIA
3919
Conrad Siegel Investment Advisors
Pennsylvania
$1.7M +$373K +2,033 +26%
I2I
3920
Insight 2811 Inc
Illinois
$1.7M -$42.9K -234 -2%
PBC
3921
Pavion Blue Capital
California
$1.69M -$22K -120 -1%
GKIM
3922
GW&K Investment Management
Massachusetts
$1.69M +$382K +2,083 +27%
APS
3923
American Planning Services
Florida
$1.69M +$26.6K +145 +1%
CWA
3924
Consilio Wealth Advisors
Washington
$1.69M +$20.5K +112 +1%
3LCM
3925
3D/L Capital Management
Connecticut
$1.69M +$9.17K +50 +0.5%