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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
4026
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.28M +$47.6K +208 +2%
BFWM
4027
Bright Futures Wealth Management
New York
$2.27M +$110K +482 +5%
WWA
4028
Wisconsin Wealth Advisors
Wisconsin
$2.26M +$22K +96 +1%
IASG
4029
Investment Advisory Services Group
Florida
$2.26M +$2.24M +9,798 New
PHWM
4030
Palatine Hill Wealth Management
Michigan
$2.26M +$2.24M +9,782 New
OAJ
4031
Ogorek Anthony Joseph
New York
$2.26M -$141K -615 -6%
MFS
4032
Madrona Financial Services
Washington
$2.26M +$143K +624 +7%
WP
4033
WealthSpring Partners
California
$2.25M +$2.23M +9,767 New
SCM
4034
Saxony Capital Management
Missouri
$2.25M +$83.3K +364 +4%
SDWMA
4035
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.25M +$676K +2,955 +44%
AWM
4036
Avaii Wealth Management
Wisconsin
$2.24M +$116K +506 +5%
YWM
4037
Yukon Wealth Management
Kansas
$2.24M -$4.45M -19,445 -67%
VST
4038
Van Strum & Towne
California
$2.24M +$85.8K +375 +4%
RAS
4039
RPS Advisory Solutions
Kentucky
$2.23M -$62.9K -275 -3%
AM
4040
Account Management
Massachusetts
$2.23M +$1.91M +8,350 +635%
LF
4041
Lee Financial
Texas
$2.22M -$892K -3,900 -29%
WF
4042
Warner Financial
Maryland
$2.22M +$915K +4,000 +71%
EIP
4043
Essential Investment Partners
Colorado
$2.22M +$2.2M +9,620 New
TA
4044
TrueWealth Advisors
Alabama
$2.22M -$23.6K -103 -1%
HWMO
4045
Heritage Wealth Management (Ohio)
Ohio
$2.22M -$17.8K -78 -0.8%
GRR
4046
Golden Reserve Retirement
Ohio
$2.21M +$1.92M +8,406 +708%
AZ
4047
Alpha Zero
Florida
$2.21M +$37.8K +165 +2%
MMCM
4048
Murphy & Mullick Capital Management
New York
$2.21M +$147K +643 +7%
EFI
4049
EHP Funds Inc
Canada
$2.21M +$406K +1,775 +23%
CA
4050
Crumly & Associates
Illinois
$2.21M +$142K +619 +7%