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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
3051
Raleigh Capital Management
North Carolina
$2.92M +$240K +1,317 +9%
LP
3052
LGL Partners
Pennsylvania
$2.92M +$33K +181 +1%
HP
3053
Holistic Planning
Texas
$2.92M +$373K +2,045 +15%
DAM
3054
Doheny Asset Management
California
$2.92M +$122K +670 +4%
HCM
3055
HMS Capital Management
Tennessee
$2.92M -$20.3K -111 -0.7%
CP
3056
Castleview Partners
Texas
$2.91M -$67.5K -370 -2%
CPWA
3057
Cerro Pacific Wealth Advisors
California
$2.91M
GDP
3058
Great Diamond Partners
Maine
$2.91M -$667K -3,657 -19%
CFCI
3059
Comprehensive Financial Consultants Institutional
Indiana
$2.91M +$226K +1,238 +9%
AFG
3060
Allegheny Financial Group
Pennsylvania
$2.9M +$108K +592 +4%
TCWM
3061
Total Clarity Wealth Management
Illinois
$2.9M -$14.4K -79 -0.5%
ADBIC
3062
A.D. Beadell Investment Counsel
Wisconsin
$2.9M -$118K -645 -4%
BI
3063
Ballast Inc
Kentucky
$2.9M -$67K -367 -2%
JCM
3064
Jacobsen Capital Management
Utah
$2.9M -$21K -115 -0.7%
CC
3065
Copperleaf Capital
North Carolina
$2.9M +$59.5K +326 +2%
MIM
3066
Marco Investment Management
Georgia
$2.9M -$22.3K -122 -0.8%
CPL
3067
CAP Partners LLC
Tennessee
$2.89M +$15.5K +85 +0.6%
BWG
3068
Boomfish Wealth Group
Georgia
$2.89M -$30.5K -167 -1%
RCM
3069
Riverpark Capital Management
New York
$2.89M -$840K -4,603 -23%
TIAM2
3070
Tru Independence Asset Management 2
Oregon
$2.87M +$2.81M +15,411 New
CGF
3071
Constant Guidance Financial
Massachusetts
$2.87M +$333K +1,827 +13%
RCM
3072
Regency Capital Management
Hawaii
$2.87M +$2M +10,971 +248%
Legacy Financial Group (Iowa)
3073
Legacy Financial Group (Iowa)
Iowa
$2.87M +$63.7K +349 +2%
PGA
3074
Portland Global Advisors
Maine
$2.86M +$30.1K +165 +1%
FWA
3075
FSM Wealth Advisors
Ohio
$2.85M +$432K +2,369 +18%