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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
3126
Hartford Financial Management
Connecticut
$4.8M +$27K +118 +0.6%
TBC
3127
Ted Buchan & Co
California
$4.8M +$113K +494 +2%
WW
3128
Waterfront Wealth
Kansas
$4.8M +$194K +850 +4%
CWM
3129
Chesapeake Wealth Management
Virginia
$4.79M +$11.2K +49 +0.2%
CTC
3130
Cetera Trust Company
Minnesota
$4.79M
MG
3131
McHugh Group
Ohio
$4.78M -$29.7K -130 -0.6%
DP
3132
Dearborn Partners
Illinois
$4.76M +$28.1K +123 +0.6%
WG
3133
Wealth Group
North Carolina
$4.76M +$4.71M +20,608 New
RPCONE
3134
Retirement Planning Company of New England
Rhode Island
$4.76M +$12.6K +55 +0.3%
MSA
3135
Marino Stram & Associates
Massachusetts
$4.75M -$709K -3,097 -13%
DBRC
3136
D.B. Root & Company
Pennsylvania
$4.74M -$144K -629 -3%
DSC
3137
Daytona Street Capital
Missouri
$4.73M +$4.69M +20,509 New
MFWP
3138
Mosaic Family Wealth Partners
Missouri
$4.73M +$49.4K +216 +1%
GFG
3139
Goldstone Financial Group
Illinois
$4.73M +$263K +1,150 +6%
FSA
3140
Financial Security Advisor
Virginia
$4.72M +$34.1K +149 +0.7%
BA
3141
Ballast Advisors
Minnesota
$4.72M -$66.3K -290 -1%
EWA
3142
Etesian Wealth Advisors
Oregon
$4.71M -$90.6K -396 -2%
USWG
3143
U.S. Wealth Group
New York
$4.71M -$33.9K -148 -0.7%
FCM
3144
Fire Capital Management
California
$4.71M +$760K +3,322 +19%
LI
3145
LifeWealth Investments
Florida
$4.7M +$6.18K +27 +0.1%
TRIA
3146
Trail Ridge Investment Advisors
Colorado
$4.7M +$133K +582 +3%
KIM
3147
Kane Investment Management
California
$4.69M +$114K +500 +3%
KNW
3148
Kesler Norman & Wride
Utah
$4.69M +$64.1K +280 +1%
HAG
3149
HF Advisory Group
Maryland
$4.68M +$836K +3,654 +22%
DI
3150
Diligent Investors
California
$4.68M +$218K +955 +5%