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Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
4526
Guardian Wealth Management (Illinois)
Illinois
$918K -$3.46K -19 -0.4%
VST
4527
Van Strum & Towne
California
$918K
WFA
4528
Websterrogers Financial Advisors
South Carolina
$916K -$161K -886 -14%
TWP
4529
Total Wealth Planning
Ohio
$915K +$22K +121 +2%
FSWA
4530
Financial Synergies Wealth Advisors
Texas
$914K -$384K -2,114 -28%
SWM
4531
Seaside Wealth Management
California
$914K -$7.09K -39 -0.7%
CAP
4532
Columbia Advisory Partners
Washington
$912K -$49.1K -270 -5%
T
4533
TrueFG
Texas
$907K -$18.2K -100 -2%
ELM
4534
Elite Life Management
Florida
$907K +$52.5K +289 +6%
IF
4535
Insight Folios
North Carolina
$905K +$210K +1,157 +28%
HPCM
4536
Hunter Perkins Capital Management
Illinois
$902K +$957K +5,261 New
PF
4537
Parker Financial
Washington
$901K -$12.9K -71 -1%
NPPM
4538
North Point Portfolio Managers
Ohio
$898K +$77.5K +426 +9%
FEM
4539
Fulcrum Equity Management
Texas
$896K +$654K +3,599 +221%
KI
4540
Kapitalo Investimentos
Brazil
$895K +$418K +2,300 +79%
AIA
4541
Alternative Investment Advisors
Florida
$895K -$1.93M -10,606 -67%
TFP
4542
TrueWealth Financial Partners
Washington
$893K
AFP
4543
Alpha Financial Partners
Kentucky
$892K +$54.9K +302 +6%
GC
4544
Gruss & Co
Florida
$892K +$545K +3,000 +136%
TBC
4545
Ted Buchan & Co
California
$891K -$77.1K -424 -8%
MLRA
4546
Main Line Retirement Advisors
Montana
$891K +$333K +1,832 +55%
JC
4547
Jentner Corp
Ohio
$880K +$2K +11 +0.2%
MFG
4548
Mainsail Financial Group
Washington
$877K +$34.9K +192 +4%
CCA
4549
Conestoga Capital Advisors
Pennsylvania
$876K -$109K -600 -11%
BWL
4550
Beacon Wealthcare LLC
North Carolina
$874K +$14.4K +79 +2%