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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
3251
Bernardo Wealth Planning
Pennsylvania
$3.86M +$80.4K +365 +2%
LFS
3252
Leibman Financial Services
Nebraska
$3.86M -$116K -525 -3%
NA
3253
Navellier & Associates
Nevada
$3.86M -$527K -2,392 -11%
BI
3254
Ballast Inc
Kentucky
$3.86M +$169K +768 +4%
WA
3255
WBH Advisory
Maryland
$3.85M +$308K +1,397 +8%
BWM
3256
BlackDiamond Wealth Management
New York
$3.85M +$16.7K +76 +0.4%
BDS
3257
Banco de Sabadell
Florida
$3.85M +$687K +3,120 +19%
PC
3258
Permanens Capital
New York
$3.85M -$1.84M -8,370 -31%
LA
3259
Lynch & Associates
Indiana
$3.84M -$115K -524 -3%
AFW
3260
Avantra Family Wealth
Pennsylvania
$3.84M +$127K +576 +3%
PCMF
3261
Private Capital Management (Florida)
Florida
$3.84M +$549K +2,495 +16%
OF
3262
Outfitter Financial
Maine
$3.84M -$31.9K -145 -0.8%
PWA
3263
Providence Wealth Advisors
Illinois
$3.84M +$24.7K +112 +0.6%
BCM
3264
Boltwood Capital Management
California
$3.83M +$214K +972 +6%
SPFA
3265
Summit Place Financial Advisors
New Jersey
$3.83M -$4.4K -20 -0.1%
BJF
3266
Blue Jean Financial
New York
$3.82M +$2.46M +11,167 +155%
PIA
3267
Pinion Investment Advisors
Kansas
$3.82M +$610K +2,769 +18%
GAM
3268
Gemmer Asset Management
California
$3.82M -$143K -651 -3%
BWM
3269
BigSur Wealth Management
Florida
$3.8M -$2.22M -10,100 -36%
EWM
3270
Elevation Wealth Management
Minnesota
$3.8M +$1.41M +6,392 +54%
HCM
3271
Hengehold Capital Management
Ohio
$3.8M +$288K +1,309 +8%
CPL
3272
CAP Partners LLC
Tennessee
$3.8M +$219K +994 +6%
BFWA
3273
Benchmark Financial Wealth Advisors
Florida
$3.8M +$226K +1,028 +6%
RSA
3274
River Street Advisors
Illinois
$3.79M +$667K +3,028 +20%
GCM
3275
Genus Capital Management
British Columbia, Canada
$3.79M -$1.91M -8,675 -32%