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Name Holding Trade Value Shares
Change
Change in
Stake
EPA
3926
Element Pointe Advisors
Florida
$4.71M -$70.6K -263 -1%
MP
3927
Moment Partners
California
$4.71M -$412K -1,534 -8%
GPWA
3928
Great Point Wealth Advisors
Massachusetts
$4.71M +$3.49K +13 +0.1%
JRPIM
3929
Journey Retirement Planning & Investment Management
Idaho
$4.71M +$4.65M +17,312 New
AA
3930
Ahara Advisors
New Jersey
$4.69M +$4.64M +17,269 New
FFS
3931
Fortress Financial Solutions
Arizona
$4.69M -$111K -415 -2%
TAM
3932
Todd Asset Management
Kentucky
$4.68M +$43K +160 +0.9%
4WM
3933
4J Wealth Management
Virginia
$4.68M -$12.9K -48 -0.3%
PIA
3934
Pinion Investment Advisors
Kansas
$4.68M +$447K +1,664 +11%
LSA
3935
Lansing Street Advisors
Pennsylvania
$4.67M +$67.4K +251 +1%
BWCS
3936
Beirne Wealth Consulting Services
Connecticut
$4.67M -$1.68M -6,254 -27%
BWA
3937
BlueChip Wealth Advisors
Georgia
$4.66M -$775K -2,888 -14%
IWS
3938
Integrity Wealth Solutions
Colorado
$4.66M -$7.25K -27 -0.2%
KNFPWM
3939
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.65M +$2.36M +8,795 +106%
FH
3940
FWG Holdings
Florida
$4.65M -$95.8K -357 -2%
FTA
3941
Financial & Tax Architects
Missouri
$4.64M +$71.7K +267 +2%
MPW
3942
MA Private Wealth
California
$4.64M -$45.6K -170 -1%
HWMG
3943
Hurlow Wealth Management Group
Indiana
$4.64M -$545K -2,031 -11%
LWM
3944
LeConte Wealth Management
Tennessee
$4.64M +$281K +1,046 +7%
GSAM
3945
Grant Street Asset Management
Pennsylvania
$4.63M +$510K +1,898 +13%
AIM
3946
Athena Investment Management
California
$4.63M -$139K -516 -3%
TPWM
3947
Twelve Points Wealth Management
Massachusetts
$4.63M +$83.5K +311 +2%
CSA
3948
Cornerstone Select Advisors
Missouri
$4.63M -$22K -82 -0.5%
SC
3949
Shuttleworth & Co
Ohio
$4.62M -$250K -930 -5%
NCTC
3950
New Covenant Trust Company
Indiana
$4.62M +$47.8K +178 +1%