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Name Holding Trade Value Shares
Change
Change in
Stake
HGA
3701
Hobbs Group Advisors
South Carolina
$1.42M -$18.2K -100 -1%
SWM
3702
Seed Wealth Management
Illinois
$1.42M
CSIA
3703
Conrad Siegel Investment Advisors
Pennsylvania
$1.42M +$25.7K +141 +2%
MCIA
3704
Mountain Capital Investment Advisors
Colorado
$1.42M +$85.8K +470 +7%
NCM
3705
NCM Capital Management
New Jersey
$1.41M +$21.9K +120 +2%
FFG
3706
Fiduciary Financial Group
California
$1.41M -$104K -572 -7%
PCMC
3707
Planning Capital Management Corporation
Pennsylvania
$1.41M -$307K -1,683 -18%
CRIG
3708
Charter Research & Investment Group
Connecticut
$1.41M -$13.7K -75 -1%
CWMS
3709
Cannon Wealth Management Services
North Carolina
$1.41M +$1.38M +7,566 New
TA
3710
TrueWealth Advisors
Alabama
$1.41M +$91.6K +502 +7%
AWM
3711
AllSquare Wealth Management
New York
$1.4M -$36.5K -200 -3%
AWAP
3712
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M +$68.8K +377 +5%
DC
3713
Defender Capital
North Carolina
$1.4M -$89.4K -490 -6%
KPWG
3714
KFA Private Wealth Group
Virginia
$1.4M -$197K -1,080 -13%
PPWM
3715
Perissos Private Wealth Management
Oklahoma
$1.4M -$36.9K -202 -3%
SFB
3716
STAR Financial Bank
Indiana
$1.4M -$407K -2,230 -23%
WAL
3717
W Advisors LLC
Tennessee
$1.4M +$121K +665 +10%
CWM
3718
Cherrydale Wealth Management
New Jersey
$1.4M +$10K +55 +0.7%
EWS
3719
Evergreen Wealth Solutions
Pennsylvania
$1.39M -$175K -960 -11%
KBFS
3720
Kohmann Bosshard Financial Services
Ohio
$1.39M +$5.11K +28 +0.4%
SWM
3721
Silverlake Wealth Management
Vermont
$1.39M +$58.6K +321 +4%
GSIS
3722
Global Strategic Investment Solutions
Arizona
$1.39M +$73K +400 +6%
EE
3723
EWG Elevate
California
$1.39M -$97.6K -535 -7%
AWA
3724
Aletheian Wealth Advisors
Washington
$1.39M -$1.88M -10,298 -58%
TC
3725
Truvestments Capital
Florida
$1.39M +$221K +1,210 +19%