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Name Holding Trade Value Shares
Change
Change in
Stake
CGF
4426
Constant Guidance Financial
Massachusetts
$913K -$1.94M -8,938 -65%
CGFA
4427
Colton Groome Financial Advisors
North Carolina
$912K +$25K +115 +2%
SVWG
4428
Shared Vision Wealth Group
United States
$911K +$4.34K +20 +0.4%
FYW
4429
Future You Wealth
New York
$911K +$201K +928 +24%
VDI
4430
Vaughan David Investments
Illinois
$911K
LIM
4431
Lathrop Investment Management
Arkansas
$911K +$37.3K +172 +4%
T
4432
Transce3nd
Texas
$910K -$441K -2,032 -30%
CA
4433
Carson Advisory
Georgia
$909K +$29.5K +136 +3%
MHR
4434
Matthew Hamilton Rosenberg
$908K +$5.86K +27 +0.6%
NI
4435
Natural Investments
California
$907K +$3.47K +16 +0.3%
BFAG
4436
Blackston Financial Advisory Group
Florida
$907K -$1.62M -7,453 -61%
GA
4437
Greenspring Advisors
Maryland
$905K -$570K -2,627 -36%
HP
4438
HT Partners
Connecticut
$905K +$96.1K +443 +10%
WAM
4439
Winslow Asset Management
Ohio
$903K
OCG
4440
Opus Capital Group
Ohio
$903K +$738K +3,400 +253%
IMC
4441
Investment Management Corporation
Virginia
$903K +$5.42K +25 +0.5%
TWA
4442
Talisman Wealth Advisors
New Jersey
$902K +$20.8K +96 +2%
MAS
4443
MPWM Advisory Solutions
Georgia
$902K -$10.8K -50 -1%
PVAMC
4444
PPS&V Asset Management Consultants
Michigan
$901K -$22.6K -104 -2%
SIA
4445
Summit Investment Advisors
Maryland
$900K +$9.11K +42 +0.9%
DF
4446
DecisionPoint Financial
Arizona
$895K -$21.5K -99 -2%
SCP
4447
Silverleafe Capital Partners
Tennessee
$894K -$3.25K -15 -0.3%
HBFP
4448
Henderson Brothers Financial Partners
Pennsylvania
$893K +$839K +3,867 New
FAM
4449
Forte Asset Management
New York
$892K +$363K +1,673 +55%
FWM
4450
ForthRight Wealth Management
Georgia
$892K +$4.34K +20 +0.4%