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Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
4676
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.06M -$39.6K -168 -2%
VIA
4677
Virtus Investment Advisers
Connecticut
$2.06M +$14.1K +60 +0.7%
LAM
4678
Lifestyle Asset Management
Texas
$2.05M +$47.8K +203 +3%
OPWM
4679
Oakwell Private Wealth Management
Texas
$2.05M -$24K -102 -1%
DACG
4680
Donor Advised Charitable Giving
California
$2.05M +$17.2K +73 +0.9%
WWA
4681
Wingate Wealth Advisors
Massachusetts
$2.05M +$1.93M +8,173 New
GWP
4682
Gen-Wealth Partners
Michigan
$2.05M +$6.36K +27 +0.3%
GRA
4683
Golden Road Advisors
Florida
$2.05M +$3.77K +16 +0.2%
UIM
4684
Unified Investment Management
Georgia
$2.05M +$1.92M +8,167 New
CDWM
4685
Campbell Deegan Wealth Management
Virginia
$2.04M +$1.92M +8,163 New
DWM
4686
Dogwood Wealth Management
Kansas
$2.04M +$122K +518 +7%
MI
4687
Motiv8 Investments
Florida
$2.04M +$308K +1,306 +19%
SSC
4688
Syverson Strege & Co
Iowa
$2.04M +$543K +2,305 +39%
EMFAT
4689
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.04M -$209K -887 -10%
CWA
4690
CogentBlue Wealth Advisors
Tennessee
$2.04M +$1.92M +8,128 New
CCA
4691
Cooper Capital Advisors
California
$2.03M +$1.91M +8,119 New
WWWM
4692
White Wing Wealth Management
Texas
$2.03M +$9.66K +41 +0.5%
IFA
4693
Interactive Financial Advisors
Illinois
$2.03M
NWMP
4694
Noble Wealth Management PBC
Colorado
$2.02M +$1.9M +8,077 New
HFS
4695
Hopwood Financial Services
Virginia
$2.02M +$1.9M +8,061 New
WHCFA
4696
William Howard & Co Financial Advisors
Tennessee
$2.02M -$179K -759 -9%
MAM
4697
Marotta Asset Management
Virginia
$2.01M -$58.4K -248 -3%
MWM
4698
McNaughton Wealth Management
California
$2.01M -$21.4K -91 -1%
Aristotle Capital Management
4699
Aristotle Capital Management
California
$2.01M +$2.36K +10 +0.1%
HKAM
4700
Horizon Kinetics Asset Management
New York
$2.01M +$236 +1 +0%