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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4076
Chicago Wealth Management
Illinois
$3.08M -$20.4K -88 -0.6%
BCM
4077
Barden Capital Management
Texas
$3.08M -$167K -721 -5%
TSW
4078
Three Seasons Wealth
Utah
$3.07M +$64.6K +279 +2%
CAM
4079
Concorde Asset Management
Michigan
$3.07M +$189K +814 +5%
CCM
4080
Compass Capital Management
Minnesota
$3.07M -$131K -566 -4%
PGF
4081
Plan Group Financial
Oklahoma
$3.07M +$1.47M +6,353 +85%
WWP
4082
Waypoint Wealth Partners
California
$3.07M -$944K -4,073 -23%
PCS
4083
Private Client Services
Kentucky
$3.07M -$662K -2,856 -17%
SB
4084
Sunflower Bank
Texas
$3.06M -$33.1K -143 -1%
GFG
4085
Grantvest Financial Group
New Jersey
$3.06M +$74.4K +321 +2%
CTWM
4086
Cherry Tree Wealth Management
Minnesota
$3.06M -$107K -463 -3%
RSWA
4087
Robinson Smith Wealth Advisors
Maine
$3.06M +$430K +1,856 +16%
HFRG
4088
Houlihan Financial Resource Group
Virginia
$3.06M -$137K -592 -4%
NIA
4089
NBZ Investment Advisors
Tennessee
$3.06M +$470K +2,027 +17%
CS
4090
Capital Square
Tennessee
$3.05M -$165K -711 -5%
OA
4091
Operose Advisors
Wisconsin
$3.05M +$90.1K +389 +3%
DW
4092
Dodds Wealth
Colorado
$3.05M -$21.5K -93 -0.7%
TWPM
4093
Total Wealth Planning & Management
Florida
$3.04M -$99.2K -428 -3%
WCWM
4094
Wooster Corthell Wealth Management
Connecticut
$3.04M +$826K +3,566 +35%
BFAG
4095
Blackston Financial Advisory Group
Florida
$3.04M -$3.04M -13,112 -49%
KAM
4096
KEB Asset Management
Illinois
$3.04M -$29.2K -126 -0.9%
RPA
4097
Redwood Park Advisors
California
$3.03M -$39.2K -169 -1%
ACP
4098
Aveo Capital Partners
Colorado
$3.03M -$3.1M -13,381 -46%
WCM
4099
Wealthcare Capital Management
Virginia
$3.03M +$454K +1,960 +17%
VFP
4100
Verus Financial Partners
Virginia
$3.03M -$147K -633 -4%