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Name Holding Trade Value Shares
Change
Change in
Stake
COCM
4026
Charter Oak Capital Management
New Hampshire
$1.72M +$24.9K +110 +1%
MWP
4027
Meridian Wealth Partners
Pennsylvania
$1.72M -$216K -954 -11%
OGF
4028
Orin Green Financial
California
$1.72M -$453 -2 -0%
EFI
4029
EHP Funds Inc
Canada
$1.71M -$4.91M -21,690 -74%
IWP
4030
Invenio Wealth Partners
Florida
$1.71M -$137K -604 -7%
MA
4031
Maxele Advisors
Missouri
$1.71M -$5.66K -25 -0.3%
RS
4032
R Squared
Hong Kong
$1.71M +$1.76M +7,785 New
PA
4033
PFW Advisors
Georgia
$1.71M +$209K +925 +14%
CA
4034
Claris Advisors
Missouri
$1.71M
LHWM
4035
Lake Hills Wealth Management
Texas
$1.71M +$312K +1,378 +22%
CWMS
4036
Cannon Wealth Management Services
North Carolina
$1.7M -$41.4K -183 -2%
BA
4037
Bluesphere Advisors
Pennsylvania
$1.7M +$22.6K +100 +1%
PWA
4038
PCG Wealth Advisors
Kansas
$1.7M +$55.9K +247 +3%
MFG
4039
Monte Financial Group
Connecticut
$1.7M +$76.7K +339 +5%
KL
4040
KWMG LLC
Kansas
$1.7M +$226 +1 +0%
SFS
4041
Summit Financial Strategies
Ohio
$1.69M -$7.02K -31 -0.4%
VMMC
4042
V.M. Manning & Co
South Carolina
$1.69M +$1.68M +7,404 New
OE
4043
October Effect
Virginia
$1.69M +$537K +2,371 +44%
EAM
4044
Everstar Asset Management
North Carolina
$1.69M +$477K +2,106 +38%
OWM
4045
Opes Wealth Management
California
$1.69M +$164K +725 +10%
PCI
4046
Planning Center Inc
Illinois
$1.69M
WC
4047
Weil Company
California
$1.69M +$26.7K +118 +2%
MFG
4048
Midwest Financial Group
Kansas
$1.69M +$64.5K +285 +4%
IWS
4049
Integrity Wealth Solutions
Colorado
$1.68M -$576K -2,543 -25%
PPWM
4050
PFG Private Wealth Management
Florida
$1.68M +$1.18M +5,206 +212%