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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
3776
Wescott Financial Advisory Group
Pennsylvania
$573K +$12.1K +90 +2%
C
3777
Covestor
United Kingdom
$571K +$36K +269 +6%
CA
3778
Cambridge Advisors
Nebraska
$571K +$12.1K +90 +2%
HPWM
3779
High Pines Wealth Management
Massachusetts
$570K +$122K +911 +26%
CSWG
3780
Cardinal Strategic Wealth Guidance
Kentucky
$569K
TAM
3781
Trillium Asset Management
Massachusetts
$569K
LC
3782
Lavaca Capital
Texas
$567K
SWP
3783
Summit Wealth Partners
Florida
$566K -$87K -649 -13%
PWM
3784
Paulson Wealth Management
Illinois
$566K +$2.68K +20 +0.5%
MFG
3785
Midwest Financial Group
Kansas
$565K +$17.4K +130 +3%
WB
3786
West Bancorporation
Iowa
$565K +$18.8K +140 +3%
FGG
3787
Financial Guidance Group
Florida
$564K -$10.7K -80 -2%
ICM
3788
Intrepid Capital Management
Florida
$564K +$28.9K +216 +5%
CAM
3789
Chesapeake Asset Management
New York
$564K -$324K -2,419 -35%
LTAS
3790
Linden Thomas Advisory Services
North Carolina
$563K +$109K +815 +23%
MFA
3791
McClarren Financial Advisors
Pennsylvania
$561K
CAS
3792
Coppell Advisory Solutions
Texas
$560K -$159K -1,185 -15%
PIM
3793
Parker Investment Management
California
$559K
LIA
3794
Luken Investment Analytics
Tennessee
$559K
KC
3795
Kenfarb & Co
Kentucky
$559K
VBFP
3796
Valtinson Bruner Financial Planning
Minnesota
$559K +$1.47K +11 +0.3%
OMC
3797
Old Mission Capital
Illinois
$559K +$589K +4,398 New
AAM
3798
Augustine Asset Management
Florida
$559K +$1.74K +13 +0.3%
BPFA
3799
Barnes Pettey Financial Advisors
Mississippi
$558K
PFM
3800
Peak Financial Management
Massachusetts
$558K -$149K -1,110 -20%