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Name Holding Trade Value Shares
Change
Change in
Stake
BAS
4201
Breakthru Advisory Services
Wisconsin
$1.46M +$1.5M +6,627 New
WMWM
4202
Whitaker-Myers Wealth Managers
Ohio
$1.45M +$11.8K +52 +0.8%
FFWM
4203
Future Financial Wealth Management
Ohio
$1.45M -$38.5K -170 -3%
EFP
4204
Elser Financial Planning
Indiana
$1.45M +$9.05K +40 +0.6%
MFG
4205
Mosaic Financial Group
Illinois
$1.45M
VC
4206
Veery Capital
Delaware
$1.45M +$23.8K +105 +2%
AWM
4207
AllSquare Wealth Management
New York
$1.45M -$3.85K -17 -0.3%
VBFP
4208
Valtinson Bruner Financial Planning
Minnesota
$1.44M +$247K +1,091 +20%
BWM
4209
BCGM Wealth Management
Indiana
$1.44M +$352K +1,557 +31%
DQRIM
4210
Dale Q Rice Investment Management
Washington
$1.44M -$679 -3 -0%
SA
4211
SoundView Advisors
Washington
$1.44M +$696K +3,077 +89%
XPN
4212
XY Planning Network
Montana
$1.44M
CWA
4213
CJM Wealth Advisers
Virginia
$1.43M +$9.51K +42 +0.6%
MMHP
4214
Murphy Middleton Hinkle & Parker
Georgia
$1.43M +$10.9K +48 +0.7%
DF
4215
Dunhill Financial
United Kingdom
$1.43M -$135K -598 -8%
KFG
4216
Kelly Financial Group
Connecticut
$1.43M -$36.2K -160 -2%
Betterment LLC
4217
Betterment LLC
New York
$1.43M +$108K +475 +8%
GC
4218
Gruss & Co
Florida
$1.43M -$679K -3,000 -32%
VCWM
4219
Vista Cima Wealth Management
Arizona
$1.43M -$849K -3,752 -37%
GFWA
4220
Grey Fox Wealth Advisors
Delaware
$1.43M -$29.9K -132 -2%
NC
4221
North Capital
Utah
$1.43M +$32.1K +142 +2%
BC
4222
Bridgefront Capital
Texas
$1.43M +$1.47M +6,490 New
SWM
4223
SK Wealth Management
Rhode Island
$1.42M
PRP
4224
Peak Retirement Planning
Ohio
$1.42M +$469K +2,072 +47%
PWMG
4225
Pinnacle Wealth Management Group
Michigan
$1.42M -$24.9K -110 -2%