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Name Holding Trade Value Shares
Change
Change in
Stake
WC
4251
Weil Company
California
$676K +$3.65K +20 +0.6%
FWM
4252
Fingerlakes Wealth Management
New York
$676K +$3.65K +20 +0.6%
GWA
4253
GGM Wealth Advisors
Maryland
$674K +$46.2K +253 +8%
SHF
4254
Stage Harbor Financial
Massachusetts
$673K +$18.6K +102 +3%
WRM
4255
Weybosset Research & Management
Rhode Island
$672K
MPCL
4256
My Personal CFO LLC
Washington
$672K -$351K -1,924 -35%
EFA
4257
Edge Financial Advisors
Illinois
$672K +$290K +1,592 +79%
SFA
4258
Seneca Financial Advisors
New York
$670K -$28.3K -155 -4%
WP
4259
Wealthspan Partners
Iowa
$668K +$3.65K +20 +0.6%
SWM
4260
Sagace Wealth Management
Florida
$668K +$262K +1,438 +68%
FWSM
4261
First Wilshire Securities Management
California
$666K -$18.4K -101 -3%
DLHL
4262
Donald L. Hagan LLC
Florida
$666K +$652K +3,574 New
BWM
4263
Brown Wealth Management
Illinois
$665K +$42.7K +234 +7%
WAM
4264
Worth Asset Management
Texas
$664K +$22.4K +123 +4%
KNFPWM
4265
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$663K +$69.5K +381 +12%
SRWM
4266
Shira Ridge Wealth Management
California
$661K -$1.82K -10 -0.3%
FWS
4267
FinDec Wealth Services
California
$661K +$31.2K +171 +5%
SMF
4268
Sterling Manor Financial
New York
$658K +$9.12K +50 +1%
MI
4269
Motiv8 Investments
Florida
$658K -$73.5K -403 -10%
WCM
4270
Wealthcare Capital Management
Virginia
$656K -$20.6K -113 -3%
VIA
4271
Virtus Investment Advisers
Connecticut
$656K -$7.3K -40 -1%
DF
4272
DecisionPoint Financial
Arizona
$655K +$10.4K +57 +2%
CFGSD
4273
Compass Financial Group (South Dakota)
South Dakota
$655K +$14.6K +80 +2%
TAM
4274
Trillium Asset Management
Massachusetts
$655K
NMM
4275
Naples Money Management
Florida
$655K -$2.98M -16,358 -82%