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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
4026
PCG Wealth Advisors
Kansas
$1.44M +$63.8K +366 +5%
NCG
4027
Newport Capital Group
New Jersey
$1.43M +$774K +4,440 +101%
CWA
4028
Clearview Wealth Advisors
Oregon
$1.43M +$871 +5 +0.1%
BAM
4029
Bayshore Asset Management
Florida
$1.43M
PWC
4030
PYA Waltman Capital
Tennessee
$1.43M -$2.61K -15 -0.2%
CSIA
4031
Charles Schwab Investment Advisory
California
$1.43M +$116K +666 +10%
HAG
4032
HF Advisory Group
Maryland
$1.43M +$19.7K +113 +2%
NF
4033
Norwood Financial
Pennsylvania
$1.42M -$34.9K -200 -3%
HIF
4034
Hill Island Financial
Michigan
$1.42M +$523 +3 +0%
BWM
4035
Biltmore Wealth Management
Arizona
$1.41M -$150K -858 -11%
SWMG
4036
Sanchez Wealth Management Group
Florida
$1.41M +$5.92K +34 +0.5%
EMFAT
4037
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.4M -$134K -767 -10%
FSA
4038
Financial Sense Advisors
California
$1.39M +$1.39K +8 +0.1%
BSWM
4039
Boston Standard Wealth Management
Massachusetts
$1.39M -$200K -1,149 -14%
EARNEST Partners
4040
EARNEST Partners
Georgia
$1.39M
WWP
4041
Waypoint Wealth Partners
California
$1.38M +$209K +1,200 +20%
KWM
4042
Kanen Wealth Management
Florida
$1.38M +$1.74K +10 +0.1%
IFA
4043
Interactive Financial Advisors
Illinois
$1.38M -$17.6K -101 -1%
ADMI
4044
Albert D. Mason Inc
Massachusetts
$1.37M
LEFP
4045
Leading Edge Financial Planning
Tennessee
$1.37M +$65.9K +378 +6%
FA
4046
Fortis Advisors
Pennsylvania
$1.37M -$196K -1,127 -14%
EBWM
4047
Eagle Bluffs Wealth Management
Missouri
$1.37M
DLHL
4048
Donald L. Hagan LLC
Florida
$1.37M -$101K -580 -8%
SCA
4049
Sippican Capital Advisors
Massachusetts
$1.36M -$10.5K -60 -0.8%
MSRI
4050
Michael S. Ryan Inc
New York
$1.36M +$1.23M +7,075 New