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Name Holding Trade Value Shares
Change
Change in
Stake
VR
4101
Valued Retirements
Texas
$870K +$4.59K +25 +0.6%
AAM
4102
Augustine Asset Management
Florida
$869K -$3.12K -17 -0.4%
MWP
4103
Meredith Wealth Planning
Illinois
$869K -$82.1K -447 -9%
EW
4104
Element Wealth
Mississippi
$868K -$62.8K -342 -7%
TWP
4105
Tower Wealth Partners
Pennsylvania
$865K +$142K +773 +21%
CGFA
4106
Colton Groome Financial Advisors
North Carolina
$864K -$18.4K -100 -2%
MFA
4107
McClarren Financial Advisors
Pennsylvania
$864K -$423K -2,300 -52%
TCM
4108
Triumph Capital Management
Colorado
$859K +$406K +2,211 +99%
FGG
4109
Financial Guidance Group
Florida
$858K
FNWM
4110
Financial Network Wealth Management
Utah
$858K +$816K +4,440 New
RCM
4111
Regency Capital Management
Hawaii
$854K
MHR
4112
Matthew Hamilton Rosenberg
$852K -$34K -185 -4%
EC
4113
Eaton-Cambridge
Arizona
$851K +$5.51K +30 +0.7%
OIC
4114
Orion Investment Company
Missouri
$851K +$809K +4,405 New
LIA
4115
Luken Investment Analytics
Tennessee
$850K
SNBOSD
4116
Security National Bank of So Dak
Iowa
$849K -$2.02K -11 -0.2%
OGF
4117
Orin Green Financial
California
$847K
VFPW
4118
Vantage Financial Partners (Wisconsin)
Wisconsin
$847K -$298K -1,622 -27%
NPFS
4119
Novak & Powell Financial Services
Florida
$845K -$82.7K -450 -9%
BPFA
4120
Barnes Pettey Financial Advisors
Mississippi
$844K
FPWM
4121
FSB Premier Wealth Management
Iowa
$843K +$331K +1,803 +70%
HP
4122
Hyperion Partners
Pennsylvania
$843K +$69.3K +377 +9%
GPW
4123
Gentry Private Wealth
Kansas
$842K +$800K +4,357 New
TA
4124
Townsend & Associates
Colorado
$841K -$22K -120 -3%
EFP
4125
Elser Financial Planning
Indiana
$840K +$799K +4,348 New