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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
5276
Cannon Financial Strategists
Georgia
$1.42M +$127K +445 +10%
LSL
5277
Legacy Solutions LLC
Pennsylvania
$1.41M -$9.44K -33 -0.7%
ZRP
5278
Zynergy Retirement Planning
New Jersey
$1.41M -$23.5K -82 -2%
MSRI
5279
Michael S. Ryan Inc
New York
$1.41M +$15.7K +55 +1%
SWM
5280
Stronghold Wealth Management
Florida
$1.41M +$237K +830 +21%
SFMG
5281
Sage Financial Management Group
Virginia
$1.41M -$3.43K -12 -0.2%
TFO
5282
Timonier Family Office
North Carolina
$1.41M +$1.39M +4,861 New
NEPPG
5283
New England Professional Planning Group
Rhode Island
$1.41M +$286 +1 +0%
IIM
5284
Invariant Investment Management
Pennsylvania
$1.4M -$60.9K -213 -5%
GWMI
5285
Guardian Wealth Management (Illinois)
Illinois
$1.4M -$23.7K -83 -2%
HPA
5286
High Probability Advisors
New York
$1.4M +$5.43K +19 +0.4%
BCG
5287
BayBridge Capital Group
California
$1.4M +$23.2K +81 +2%
AWA
5288
Aquire Wealth Advisors
Utah
$1.4M +$36.3K +127 +3%
TWM
5289
Tumwater Wealth Management
Idaho
$1.4M +$139K +487 +11%
GVCM
5290
Global View Capital Management
Wisconsin
$1.4M +$130K +454 +10%
EWA
5291
Emergent Wealth Advisors
New York
$1.4M +$78.4K +274 +6%
HA
5292
Hyposwiss Advisors
$1.39M -$143K -500 -9%
CF
5293
CBM Financial
Texas
$1.39M -$86.7K -303 -7%
GIM
5294
Gold Investment Management
Alberta, Canada
$1.39M +$572 +2 +0%
WHRC
5295
W.H. Reaves & Co
New Jersey
$1.39M
BWM
5296
Boyd Wealth Management
California
$1.39M +$19.4K +68 +1%
SPAS
5297
Spectrum Planning & Advisory Services
California
$1.39M -$130K -454 -9%
IP
5298
Integras Partners
Georgia
$1.38M +$250K +873 +22%
FMI
5299
Financial Management Inc
Arkansas
$1.38M -$179K -627 -12%
DC
5300
Darrow Company
Massachusetts
$1.38M +$47.8K +167 +4%