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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
4101
WFA Asset Management
Wisconsin
$1.55M -$61.3K -310 -4%
LAM
4102
Lummis Asset Management
Texas
$1.55M
DI
4103
DAGCO Inc
Ohio
$1.55M +$63.3K +320 +5%
EE
4104
EWG Elevate
California
$1.54M -$78.8K -398 -5%
QP
4105
Quartz Partners
New York
$1.54M +$168K +848 +14%
S
4106
Steadtrust
Texas
$1.54M +$1.39M +7,029 New
PAS
4107
Parsonex Advisory Services
Colorado
$1.54M +$1.39M +7,018 New
CSIA
4108
Conrad Siegel Investment Advisors
Pennsylvania
$1.54M +$5.54K +28 +0.4%
AM
4109
Atwater Malick
Pennsylvania
$1.54M +$396 +2 +0%
PCM
4110
Pinnbrook Capital Management
New York
$1.54M +$1.39M +7,002 New
Edgewood Management
4111
Edgewood Management
Connecticut
$1.54M -$6.11M -30,880 -82%
WTFG
4112
Wood Tarver Financial Group
Idaho
$1.53M +$143K +721 +12%
OWM
4113
Opes Wealth Management
California
$1.53M -$336K -1,696 -20%
MPCG
4114
Matrix Private Capital Group
New York
$1.53M -$236K -1,195 -15%
HPBT
4115
Hickory Point Bank & Trust
Illinois
$1.53M +$18.8K +95 +1%
OPOWM
4116
One Plus One Wealth Management
Florida
$1.52M -$21.2K -107 -2%
AWS
4117
Aspen Wealth Strategies
Colorado
$1.52M -$4.95K -25 -0.4%
BCM
4118
Brown Capital Management
Maryland
$1.52M -$705K -3,565 -34%
EGWAG
4119
Elwood & Goetz Wealth Advisory Group
Georgia
$1.52M +$170K +857 +14%
DW
4120
Durante & Waters
New York
$1.52M -$19.8K -100 -1%
FPWM
4121
FSB Premier Wealth Management
Iowa
$1.52M -$116K -585 -8%
IWA
4122
Invera Wealth Advisors
Oregon
$1.51M -$13.1K -66 -0.9%
CFP
4123
Cypress Financial Planning
New Jersey
$1.51M -$10.3K -52 -0.7%
EFA
4124
Evernest Financial Advisors
Indiana
$1.51M -$50.9K -257 -4%
FC
4125
Financial Council
Maryland
$1.51M