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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2951
WBH Advisory
Maryland
$3.02M +$46.1K +276 +2%
PMA
2952
Prudent Man Advisors
Illinois
$3.01M -$116K -695 -4%
HWM
2953
Hohimer Wealth Management
Washington
$3.01M +$1.09M +6,509 +64%
IIL
2954
Insight Inv LLC
California
$3M
BWP
2955
Bernardo Wealth Planning
Pennsylvania
$2.99M -$18K -108 -0.6%
LAS
2956
LWM Advisory Services
Florida
$2.99M -$14.4K -86 -0.5%
RMC
2957
Resources Management Corp
Connecticut
$2.99M -$406K -2,432 -13%
SL
2958
Salomon & Ludwin
Virginia
$2.99M +$150K +901 +6%
FPGT
2959
Financial Partners Group (Tennessee)
Tennessee
$2.99M -$185K -1,107 -6%
WLIM
2960
White Lighthouse Investment Management
Massachusetts
$2.97M +$32.7K +196 +1%
TCWM
2961
Total Clarity Wealth Management
Illinois
$2.97M +$125K +751 +5%
SPFA
2962
Summit Place Financial Advisors
New Jersey
$2.97M +$77.6K +465 +3%
FC
2963
Fusion Capital
South Carolina
$2.97M -$20K -120 -0.7%
GWM
2964
Greenwich Wealth Management
Connecticut
$2.96M +$152K +911 +6%
FFA
2965
Fi3 Financial Advisors
Indiana
$2.96M +$487K +2,917 +22%
FCCM
2966
First City Capital Management
Georgia
$2.96M -$2.67K -16 -0.1%
KWS
2967
Keystone Wealth Services
California
$2.95M -$429K -2,568 -14%
ADBIC
2968
A.D. Beadell Investment Counsel
Wisconsin
$2.95M -$117K -700 -4%
LA
2969
Latitude Advisors
Florida
$2.95M -$105K -631 -4%
BEAM
2970
Baker Ellis Asset Management
Washington
$2.95M -$15.9K -95 -0.6%
DOA
2971
D'Orazio & Associates
Virginia
$2.94M +$95.1K +570 +4%
AFS
2972
Access Financial Services
Minnesota
$2.94M
BWG
2973
Boomfish Wealth Group
Georgia
$2.94M -$259K -1,553 -9%
LWM
2974
Laidlaw Wealth Management
New York
$2.94M -$2.96M -17,747 -52%
WCM
2975
Weik Capital Management
Pennsylvania
$2.94M