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Name Holding Trade Value Shares
Change
Change in
Stake
Northern Capital Management (Washington)
4226
Northern Capital Management (Washington)
Washington
$4M +$12.3K +43 +0.3%
HMS Capital Management
4227
HMS Capital Management
Tennessee
$3.99M -$121K -424 -3%
Elevated Financial Group
4228
Elevated Financial Group
Indiana
$3.99M -$350K -1,222 -8%
Autumn Glory Partners
4229
Autumn Glory Partners
Texas
$3.99M +$1.98M +6,923 +101%
Rexford Capital
4230
Rexford Capital
Texas
$3.99M +$4.29K +15 +0.1%
SMART Wealth
4231
SMART Wealth
Nebraska
$3.99M -$742K -2,593 -16%
Innovative Advisory Group
4232
Innovative Advisory Group
Massachusetts
$3.98M -$42.6K -149 -1%
WealthCare Investment Partners
4233
WealthCare Investment Partners
Rhode Island
$3.97M +$848K +2,965 +28%
Beta Wealth Group
4234
Beta Wealth Group
California
$3.97M +$356K +1,245 +10%
Align Financial
4235
Align Financial
Minnesota
$3.97M -$10.3K -36 -0.3%
Chicago Wealth Management
4236
Chicago Wealth Management
Illinois
$3.96M +$12.9K +45 +0.3%
Vienna Asset Management
4237
Vienna Asset Management
California
$3.96M +$330K +1,153 +9%
OGF
4238
Orin Green Financial
California
$3.96M -$29.2K -102 -0.7%
Bright Futures Wealth Management
4239
Bright Futures Wealth Management
New York
$3.95M +$65.8K +230 +2%
Hobbs Group Advisors
4240
Hobbs Group Advisors
South Carolina
$3.95M +$72.1K +252 +2%
Kelman-Lazarov Inc
4241
Kelman-Lazarov Inc
Tennessee
$3.95M +$169K +590 +5%
Storen Legacy Partners
4242
Storen Legacy Partners
Indiana
$3.94M +$298K +1,043 +8%
Park Edge Advisors
4243
Park Edge Advisors
Ohio
$3.94M -$163K -569 -4%
WMS Group
4244
WMS Group
Louisiana
$3.94M -$15.4K -54 -0.4%
Master's Wealth Management
4245
Master's Wealth Management
Pennsylvania
$3.93M +$116K +406 +3%
GoalVest Advisory
4246
GoalVest Advisory
New York
$3.93M -$723K -2,529 -16%
LWM
4247
Latko Wealth Management
Illinois
$3.93M +$8.87K +31 +0.2%
LiftPoint Family Wealth Advisors
4248
LiftPoint Family Wealth Advisors
New Jersey
$3.93M +$677K +2,366 +21%
Curtis Advisory Group
4249
Curtis Advisory Group
California
$3.92M +$572 +2 +0%
CWM
4250
Cedar Wealth Management
California
$3.92M +$485K +1,696 +14%