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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3976
Maripau Wealth Management
Indiana
$907K +$119K +710 +16%
IW
3977
Instrumental Wealth
Florida
$907K +$49.9K +299 +6%
DMBA
3978
Deseret Mutual Benefit Administrators
Utah
$906K -$43.1K -258 -5%
CPA
3979
Clear Point Advisors
New York
$905K -$45.1K -270 -5%
HP
3980
HT Partners
Connecticut
$904K +$1.84K +11 +0.2%
TSW
3981
Thompson Siegel & Walmsley
Virginia
$904K -$134K -800 -14%
SPP
3982
Single Point Partners
Massachusetts
$904K +$14.5K +87 +2%
OPOWM
3983
One Plus One Wealth Management
Florida
$904K -$32.5K -195 -4%
BWM
3984
Blossom Wealth Management
California
$902K +$14.5K +87 +2%
PFA
3985
Pettinga Financial Advisors
Indiana
$901K -$33.4K -200 -4%
DC
3986
Defender Capital
North Carolina
$901K +$2.5K +15 +0.3%
AIM
3987
Alhambra Investment Management
Florida
$900K -$24.9K -149 -3%
PSC
3988
Prentiss Smith & Co
Vermont
$899K
HWA
3989
Heartwood Wealth Advisors
Virginia
$899K -$47.1K -282 -5%
MF
3990
Meridian Financial
Massachusetts
$894K +$4.01K +24 +0.5%
MWP
3991
Meredith Wealth Planning
Illinois
$892K -$6.68K -40 -0.8%
PCWA
3992
Pacific Capital Wealth Advisors
California
$890K +$7.68K +46 +0.9%
POIA
3993
Pin Oak Investment Advisors
Texas
$889K -$10.7K -64 -1%
SIG
3994
Spinnaker Investment Group
California
$888K +$92.3K +553 +13%
PVAMC
3995
PPS&V Asset Management Consultants
Michigan
$884K +$2.17K +13 +0.3%
SWA
3996
Strata Wealth Advisors
Texas
$884K +$44.1K +264 +6%
CCP
3997
Cassia Capital Partners
North Carolina
$884K +$114K +684 +16%
FWS
3998
FinDec Wealth Services
California
$882K +$260K +1,555 +47%
TVAMP
3999
Tennessee Valley Asset Management Partners
Tennessee
$880K -$1.19M -7,122 -59%
KFA
4000
Krane Funds Advisors
New York
$879K -$446K -2,671 -35%