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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
2776
Plante Moran Financial Advisors
Michigan
$4.6M +$84K +387 +2%
LJCM
2777
Lee Johnson Capital Management
Texas
$4.6M +$80.9K +373 +2%
NI
2778
NDVR Inc
Massachusetts
$4.6M +$9.55K +44 +0.2%
WFA
2779
Wellspring Financial Advisors
Ohio
$4.59M +$9.11K +42 +0.2%
VWM
2780
Valley Wealth Managers
New Jersey
$4.59M +$203K +936 +4%
PWM
2781
Prosperity Wealth Management
California
$4.58M +$341K +1,570 +7%
MGP
2782
M&G plc
United Kingdom
$4.58M -$140M -643,143 -96%
SFPG
2783
Stonebridge Financial Planning Group
Florida
$4.58M -$434K -1,998 -8%
DBIA
2784
Dumont & Blake Investment Advisors
New Jersey
$4.57M +$44.7K +206 +0.9%
CCG
2785
Coastwise Capital Group
California
$4.57M -$302K -1,390 -5%
RPSA
2786
Richard P. Slaughter Associates
Texas
$4.57M +$4.75M +21,901 +1,035%
SAM
2787
Soviero Asset Management
New York
$4.57M -$868K -4,000 -14%
DFG
2788
Delphi Financial Group
Delaware
$4.57M
ZIC
2789
ZWJ Investment Counsel
Georgia
$4.57M -$265K -1,221 -5%
OFS
2790
OMC Financial Services
New York
$4.56M +$95.5K +440 +2%
FFG
2791
Frisch Financial Group
New York
$4.56M -$342K -1,577 -6%
ISFAN
2792
Investor's Fiduciary Advisor Network
Washington
$4.56M -$389K -1,791 -7%
SGAM
2793
Smith Group Asset Management
Texas
$4.55M -$141K -650 -3%
LCM
2794
Landscape Capital Management
New Jersey
$4.54M +$1.63M +7,490 +46%
AIC
2795
Ayalon Insurance Company
Israel
$4.53M +$2.12M +9,784 +70%
NF
2796
Nvest Financial
New Hampshire
$4.53M -$216K -997 -4%
CFGW
2797
Chancellor Financial Group WB
Pennsylvania
$4.52M +$23.9K +110 +0.5%
PWA
2798
Primoris Wealth Advisors
Florida
$4.52M +$62.5K +288 +1%
GWS
2799
Greykasell Wealth Strategies
California
$4.52M +$11.3K +52 +0.2%
TSW
2800
Thompson Siegel & Walmsley
Virginia
$4.51M +$3.7M +17,067 +256%