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Name Holding Trade Value Shares
Change
Change in
Stake
Mission Financial Group
4001
Mission Financial Group
Nevada
$4.86M +$4.8M +16,795 New
Greenline Wealth Management
4002
Greenline Wealth Management
Florida
$4.85M -$46.9K -164 -1%
Hurlow Wealth Management Group
4003
Hurlow Wealth Management Group
Indiana
$4.85M -$54.9K -192 -1%
Burnham & Co
4004
Burnham & Co
Michigan
$4.85M +$4.79M +16,745 New
Keeler & Nadler Financial Planning & Wealth Management
4005
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.84M +$15.2K +53 +0.3%
Pacific Capital Wealth Advisors
4006
Pacific Capital Wealth Advisors
California
$4.84M -$171K -599 -3%
MWM
4007
M3 Wealth Management
Ohio
$4.83M +$12K +42 +0.3%
Pension & Wealth Management Advisors
4008
Pension & Wealth Management Advisors
Massachusetts
$4.83M -$2.35M -8,199 -33%
BAM Wealth Management
4009
BAM Wealth Management
Colorado
$4.83M +$62.9K +220 +1%
Intellectus Partners
4010
Intellectus Partners
California
$4.82M -$430K -1,505 -8%
West Financial Advisors
4011
West Financial Advisors
Iowa
$4.82M +$257K +900 +6%
Ferguson Shapiro
4012
Ferguson Shapiro
Georgia
$4.81M -$2.38M -8,310 -33%
4J Wealth Management
4013
4J Wealth Management
Virginia
$4.8M -$162K -567 -3%
KDT Advisors
4014
KDT Advisors
New York
$4.8M +$41.5K +145 +0.9%
Farmers & Merchants Trust Co of Chambersburg PA
4015
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.8M +$46.1K +161 +1%
MA Private Wealth
4016
MA Private Wealth
California
$4.79M -$500K -1,749 -10%
KWB Wealth
4017
KWB Wealth
California
$4.79M +$189K +660 +4%
Syverson Strege & Co
4018
Syverson Strege & Co
Iowa
$4.77M -$31.8K -111 -0.7%
TruNorth Capital Management
4019
TruNorth Capital Management
Michigan
$4.77M +$100K +351 +2%
Emissary Wealth LLC
4020
Emissary Wealth LLC
New Jersey
$4.76M -$32.3K -113 -0.7%
ticino wealth
4021
ticino wealth
California
$4.76M +$469K +1,641 +11%
Kraematon Investment Advisors
4022
Kraematon Investment Advisors
Massachusetts
$4.76M -$132K -460 -3%
BWA
4023
BlueChip Wealth Advisors
Georgia
$4.76M -$96.7K -338 -2%
West Bancorporation
4024
West Bancorporation
Iowa
$4.75M -$203K -709 -4%
Alliance Wealth Advisors (Pennsylvania)
4025
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.75M -$52.6K -184 -1%