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Name Holding Trade Value Shares
Change
Change in
Stake
WAL
3726
W Advisors LLC
Tennessee
$979K -$52.4K -374 -5%
KFG
3727
Kingdom Financial Group
Arizona
$979K +$36.7K +262 +4%
LGG
3728
Luts & Greenleigh Group
Maryland
$978K -$841 -6 -0.1%
LCOV
3729
London Company of Virginia
Virginia
$972K
PG
3730
Prostatis Group
Maryland
$972K +$37.4K +267 +4%
BWG
3731
Berry Wealth Group
Texas
$972K +$896K +6,394 New
PWA
3732
PCG Wealth Advisors
Kansas
$969K +$32K +228 +4%
KL
3733
KilterHowling LLC
Colorado
$969K +$3.65K +26 +0.5%
MBI
3734
May Barnhard Investments
Maryland
$965K +$891K +6,354 New
HIF
3735
Hill Island Financial
Michigan
$965K +$84.1K +600 +10%
FC
3736
Financial Council
Maryland
$962K +$21K +150 +2%
FS
3737
Ferguson Shapiro
Georgia
$962K +$74.3K +530 +9%
MF
3738
Montis Financial
Massachusetts
$961K -$67.3K -480 -7%
MWM
3739
Mascoma Wealth Management
New Hampshire
$957K -$41.5K -296 -4%
FWM
3740
Fonville Wealth Management
Virginia
$956K +$882K +6,289 New
WFPG
3741
Waller Financial Planning Group
Ohio
$955K +$24.3K +173 +3%
PIFP
3742
Partners in Financial Planning
Virginia
$954K -$27.5K -196 -3%
VPP
3743
Vertex Planning Partners
Illinois
$952K +$567K +4,044 +182%
IIA
3744
Integral Investment Advisors
California
$951K -$120K -853 -12%
AA
3745
Acorns Advisers
California
$950K +$361K +2,577 +70%
BC
3746
Bowman & Company
Wisconsin
$945K +$50.2K +358 +6%
USWIA
3747
UP Strategic Wealth Investment Advisors
Pennsylvania
$943K +$870K +6,207 New
NB
3748
Northwest Bancshares
Pennsylvania
$942K -$42.6K -304 -5%
RLIM
3749
Red Lighthouse Investment Management
New York
$942K -$8.27K -59 -0.9%
AFWM
3750
AMJ Financial Wealth Management
Virginia
$941K -$177K -1,264 -17%