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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
4101
McNaughton Wealth Management
California
$1.32M -$19.5K -90 -1%
CAG
4102
Cypress Advisory Group
Arizona
$1.32M
GC
4103
Gibson Capital
Pennsylvania
$1.31M -$183K -844 -11%
FDP
4104
Financiere des Professionnels
Quebec, Canada
$1.31M +$285K +1,314 +24%
CFA
4105
CWS Financial Advisors
Michigan
$1.31M -$57.1K -263 -4%
DTC
4106
Davidson Trust Company
Washington
$1.31M +$158K +730 +12%
FC
4107
Financial Council
Maryland
$1.31M
BI
4108
Bolthouse Investments
California
$1.31M +$5.42K +25 +0.4%
IA
4109
IMZ Advisory
Florida
$1.31M -$37.5K -173 -2%
BIA
4110
BHK Investment Advisors
Alabama
$1.31M -$178K -822 -11%
HPBT
4111
Hickory Point Bank & Trust
Illinois
$1.31M +$92.4K +426 +7%
BFA
4112
Bright Financial Advisors
Michigan
$1.3M +$408K +1,879 +38%
CWA
4113
CJM Wealth Advisers
Virginia
$1.3M -$19.3K -89 -1%
PIA
4114
Panoramic Investment Advisors
Colorado
$1.3M -$3.47K -16 -0.2%
IFA
4115
Index Fund Advisors
California
$1.3M -$1.73M -7,985 -54%
CAM
4116
Concorde Asset Management
Michigan
$1.3M -$193K -889 -12%
ACM
4117
Ashford Capital Management
Delaware
$1.29M
BMD
4118
Better Money Decisions
New Mexico
$1.29M -$5.42K -25 -0.4%
SIG
4119
Spinnaker Investment Group
California
$1.29M +$191K +880 +15%
WMWM
4120
Whitaker-Myers Wealth Managers
Ohio
$1.29M -$64.2K -296 -4%
RA
4121
Riversedge Advisors
Delaware
$1.29M -$67.5K -311 -4%
SNBOSD
4122
Security National Bank of So Dak
Iowa
$1.29M +$374K +1,723 +34%
WF
4123
Womack Financial
Texas
$1.28M +$52.5K +242 +4%
GWSA
4124
Global Wealth Strategies & Associates
Colorado
$1.28M +$344K +1,587 +31%
OPWM
4125
Oakwell Private Wealth Management
Texas
$1.28M +$733K +3,380 +101%