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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
4201
Brown Wealth Management
Illinois
$506K +$7.71K +55 +2%
MCA
4202
Martin Capital Advisors
Texas
$506K +$7.99K +57 +2%
CPG
4203
Cornerstone Planning Group
New Jersey
$505K -$39.8K -284 -8%
BDFN
4204
Bond & Devick Financial Network
Minnesota
$505K +$170K +1,214 +58%
VA
4205
Verdad Advisers
Massachusetts
$504K
DFA
4206
DHJJ Financial Advisors
Illinois
$504K -$841 -6 -0.2%
AWM
4207
Altus Wealth Management
Kentucky
$504K -$81.3K -580 -15%
LODC
4208
Lanham O'Dell & Company
West Virginia
$503K +$172K +1,224 +59%
SHF
4209
Stage Harbor Financial
Massachusetts
$503K +$464K +3,309 New
CIR
4210
Clear Investment Research
Georgia
$502K +$35.9K +256 +8%
AMR
4211
Asset Management Resources
Massachusetts
$502K -$199K -1,417 -30%
CF
4212
Convergence Financial
Missouri
$500K +$7.85K +56 +2%
FSCM
4213
Front Street Capital Management
Montana
$500K
OPWM
4214
Oakwell Private Wealth Management
Texas
$499K
WC
4215
Weil Company
California
$498K
AWP
4216
Avid Wealth Partners
Texas
$496K +$457K +3,263 New
KNFPWM
4217
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$495K +$457K +3,260 New
LFA
4218
Level Financial Advisors
New York
$493K -$22.4K -160 -5%
RWM
4219
Reston Wealth Management
Virginia
$493K +$1.26K +9 +0.3%
EDRIA
4220
Edmonds Duncan Registered Investment Advisors
Kansas
$493K -$2.52K -18 -0.6%
MFG
4221
Mainsail Financial Group
Washington
$492K +$455K +3,243 New
GWA
4222
GGM Wealth Advisors
Maryland
$492K +$73.3K +523 +20%
SWP
4223
ShoreHaven Wealth Partners
New Jersey
$491K +$8.41K +60 +2%
GAM
4224
Garrison Asset Management
Arkansas
$491K +$45.8K +327 +11%
DF
4225
DecisionPoint Financial
Arizona
$489K +$311K +2,219 +222%