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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2926
Financial Perspectives
Minnesota
$3.97M -$13K -60 -0.3%
BWM
2927
Bosman Wealth Management
California
$3.96M +$1.66M +7,651 +58%
MG
2928
McHugh Group
Ohio
$3.95M
BFO
2929
Biltmore Family Office
North Carolina
$3.95M -$68.4K -315 -1%
MIM
2930
Marco Investment Management
Georgia
$3.95M +$651 +3 +0%
RPCONE
2931
Retirement Planning Company of New England
Rhode Island
$3.95M +$47.7K +220 +1%
BA
2932
Ballast Advisors
Minnesota
$3.94M +$25.2K +116 +0.6%
UWM
2933
Udine Wealth Management
Florida
$3.94M +$446K +2,055 +11%
ORAM
2934
One River Asset Management
Connecticut
$3.93M +$1.21M +5,580 +42%
SIAG
2935
Safeguard Investment Advisory Group
California
$3.93M +$897K +4,135 +25%
CGA
2936
Crescent Grove Advisors
Illinois
$3.93M -$102K -472 -2%
VCM
2937
Versant Capital Management
Arizona
$3.92M +$1.8M +8,298 +67%
CVA
2938
Central Valley Advisors
California
$3.91M -$652K -3,006 -13%
CCI
2939
Credit Capital Investments
New Jersey
$3.9M
GCA
2940
Gallagher Capital Advisors
Texas
$3.89M -$4.56K -21 -0.1%
WA
2941
WP Advisors
California
$3.89M +$58.6K +270 +1%
VCM
2942
Vivaldi Capital Management
Illinois
$3.89M +$186K +856 +4%
OWCM
2943
One Wealth Capital Management
Arizona
$3.89M +$209K +962 +5%
FNBSF
2944
First National Bank Sioux Falls
South Dakota
$3.88M +$372K +1,715 +9%
GGI
2945
Godsey & Gibb Inc
Virginia
$3.87M +$960K +4,425 +28%
TCWM
2946
Total Clarity Wealth Management
Illinois
$3.87M
PSCM
2947
Per Stirling Capital Management
Texas
$3.86M -$324K -1,491 -7%
MFG
2948
MidWestOne Financial Group
Iowa
$3.86M -$104K -481 -2%
LRWA
2949
Long Run Wealth Advisors
New York
$3.86M +$827K +3,810 +23%
TNAM
2950
Terra Nova Asset Management
New York
$3.85M +$226K +1,043 +5%