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Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
4126
Conrad Siegel Investment Advisors
Pennsylvania
$1.56M +$18.8K +83 +1%
WAM
4127
WFA Asset Management
Wisconsin
$1.56M +$74.7K +330 +4%
4A
4128
4Wealth Advisors
Illinois
$1.56M +$56.6K +250 +4%
CCA
4129
Cravens & Co Advisors
Tennessee
$1.56M +$155K +686 +11%
PGF
4130
Plan Group Financial
Oklahoma
$1.55M -$22.2K -98 -1%
IA
4131
IMZ Advisory
Florida
$1.55M +$17.9K +79 +1%
FPF
4132
First Pacific Financial
Washington
$1.55M +$221K +978 +16%
LAM
4133
Lummis Asset Management
Texas
$1.55M
SGWM
4134
Sterling Group Wealth Management
California
$1.54M -$12.4K -55 -0.8%
BWA
4135
BlueChip Wealth Advisors
Georgia
$1.54M +$364K +1,609 +30%
AM
4136
Atwater Malick
Pennsylvania
$1.54M
AI
4137
Axecap Investments
Ohio
$1.54M +$967K +4,272 +156%
PC
4138
Port Capital
Illinois
$1.54M -$77.4K -342 -5%
BAM
4139
Blueshift Asset Management
New Jersey
$1.54M +$448K +1,981 +39%
Edgewood Management
4140
Edgewood Management
Connecticut
$1.54M
BI
4141
Bramshill Investments
Florida
$1.54M +$424K +1,871 +36%
MSWMA
4142
Market Street Wealth Management Advisors
Indiana
$1.54M +$77.9K +344 +5%
OPPS
4143
Obsidian Personal Planning Solutions
Maryland
$1.54M +$79.7K +352 +6%
HHRDM
4144
H&H Retirement Design & Management
Nevada
$1.53M +$25.1K +111 +2%
HBS
4145
Howard Bailey Securities
Indiana
$1.53M +$320K +1,412 +25%
QL
4146
Quarry LP
New York
$1.53M +$116K +513 +8%
SHA
4147
Seneca House Advisors
Virginia
$1.53M -$87.6K -387 -5%
PIA
4148
Panoramic Investment Advisors
Colorado
$1.53M +$18.8K +83 +1%
PPWM
4149
Perissos Private Wealth Management
Oklahoma
$1.53M -$140K -620 -8%
RP
4150
Riverwater Partners
Wisconsin
$1.53M +$329K +1,455 +26%