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Name Holding Trade Value Shares
Change
Change in
Stake
TA
3476
TrueWealth Advisors
Alabama
$574K +$3.87K +40 +0.7%
EF
3477
Exeter Financial
Arizona
$572K +$48.3K +500 +10%
SWRP
3478
Summit Wealth & Retirement Planning
California
$571K -$209K -2,160 -28%
PSC
3479
Prentiss Smith & Co
Vermont
$570K +$13.8K +143 +3%
FWM
3480
Forza Wealth Management
Florida
$570K +$533K +5,519 New
AAMC
3481
Asset Allocation & Management Company
Illinois
$567K
WC
3482
Westhampton Capital
North Carolina
$567K -$15.5K -160 -3%
RB
3483
Rodgers Brothers
Pennsylvania
$564K +$42.5K +440 +9%
BC
3484
Brio Consultants
California
$563K +$170K +1,760 +48%
SSW
3485
Smith Shellnut Wilson
Mississippi
$560K
HCA
3486
Horan Capital Advisors
Ohio
$560K +$38.6K +400 +8%
BRA
3487
Biechele Royce Advisors
Indiana
$559K +$42.7K +442 +9%
BFG
3488
Barber Financial Group
Kansas
$558K -$10.4K -108 -2%
SFG
3489
Steward Financial Group
Texas
$558K +$23.9K +247 +5%
RW
3490
RVW Wealth
California
$556K -$1.47M -15,184 -74%
GSAM
3491
Grant Street Asset Management
Pennsylvania
$556K +$13.5K +140 +3%
NC
3492
NovaPoint Capital
Georgia
$556K -$2.03K -21 -0.4%
SIC
3493
Samalin Investment Counsel
New York
$555K -$38.5K -398 -7%
WFA
3494
Wade Financial Advisory
California
$555K +$48.3K +500 +10%
UWM
3495
Udine Wealth Management
Florida
$555K +$519K +5,370 New
PFA
3496
Pettinga Financial Advisors
Indiana
$554K -$94.2K -975 -15%
PMG
3497
Private Management Group
California
$553K +$244K +2,530 +90%
AWM
3498
Aberdeen Wealth Management
Illinois
$552K +$19.3K +200 +4%
LCM
3499
Landscape Capital Management
New Jersey
$551K -$78.7K -815 -13%
AMR
3500
Asset Management Resources
Massachusetts
$550K +$17.9K +185 +4%