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Name Holding Trade Value Shares
Change
Change in
Stake
PEA
4201
Park Edge Advisors
Ohio
$3.94M -$163K -569 -4%
WG
4202
WMS Group
Louisiana
$3.94M -$15.4K -54 -0.4%
MSWM
4203
Master's Wealth Management
Pennsylvania
$3.93M +$116K +406 +3%
GA
4204
GoalVest Advisory
New York
$3.93M -$723K -2,529 -16%
LWM
4205
Latko Wealth Management
Illinois
$3.93M +$8.87K +31 +0.2%
LFWA
4206
LiftPoint Family Wealth Advisors
New Jersey
$3.93M +$677K +2,366 +21%
CAG
4207
Curtis Advisory Group
California
$3.92M +$572 +2 +0%
CWM
4208
Cedar Wealth Management
California
$3.92M +$485K +1,696 +14%
SA
4209
Sonoma Allocations
California
$3.92M -$8.58K -30 -0.2%
CA
4210
Cannon Advisors
North Carolina
$3.9M -$3.15M -11,000 -47%
CWA
4211
CogentBlue Wealth Advisors
Tennessee
$3.9M +$75.5K +264 +2%
MPPLM
4212
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.89M +$25.2K +88 +0.7%
WAM
4213
Weinberger Asset Management
California
$3.89M +$14.3K +50 +0.4%
F4L
4214
Fortune 45 LLC
Louisiana
$3.89M +$96.1K +336 +3%
PMIM
4215
Prudent Man Investment Management
Colorado
$3.88M
AL
4216
ADE LLC
Maryland
$3.88M +$98.1K +343 +3%
PWA
4217
Peterson Wealth Advisors
Utah
$3.88M -$16.6K -58 -0.4%
BWM
4218
BCGM Wealth Management
Indiana
$3.88M -$1.64M -5,731 -30%
AWS
4219
Alliance Wealth Strategies
Virginia
$3.88M -$222K -775 -5%
CFI
4220
CARLSON FINANCIAL, INC.
Oregon
$3.88M +$28K +98 +0.7%
DW
4221
Dodds Wealth
Colorado
$3.87M +$32.9K +115 +0.9%
EW
4222
Entruity Wealth
California
$3.87M +$12.3K +43 +0.3%
RFP
4223
RCS Financial Planning
Maryland
$3.87M +$70.1K +245 +2%
PWMG
4224
Pioneer Wealth Management Group
Texas
$3.86M +$1.9M +6,640 +99%
AFGAS
4225
Allegiance Financial Group Advisory Services
Virginia
$3.85M -$233K -813 -6%