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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
4526
Boit C.F. David
$974K +$98.9K +500 +13%
CWMG
4527
Compass Wealth Management (Georgia)
Georgia
$974K +$878K +4,439 New
BW
4528
Balance Wealth
Ohio
$973K +$130K +658 +17%
AWP
4529
Avid Wealth Partners
Texas
$972K +$388K +1,962 +79%
1NWS
4530
1 North Wealth Services
Maryland
$971K -$7.92K -40 -0.9%
BLFG
4531
Brian Low Financial Group
Louisiana
$970K +$875K +4,423 New
POIA
4532
Pin Oak Investment Advisors
Texas
$970K +$41.6K +210 +4%
UPS
4533
UHLMANN PRICE SECURITIES
Illinois
$969K -$79.4K -401 -8%
TCM
4534
TT Capital Management
California
$966K +$26.5K +134 +3%
HPIA
4535
Hamilton Point Investment Advisors
North Carolina
$965K +$3.76K +19 +0.4%
AWM
4536
Aberdeen Wealth Management
Illinois
$964K +$19.8K +100 +2%
SDAM
4537
Shulman DeMeo Asset Management
New York
$964K -$6.93K -35 -0.8%
PRP
4538
Peak Retirement Planning
Ohio
$963K +$292K +1,477 +51%
VFIC
4539
Valley Forge Investment Consultants
Pennsylvania
$959K +$252K +1,272 +41%
FRM
4540
Fox Run Management
Connecticut
$959K -$1.47M -7,422 -63%
KNFPWM
4541
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$958K +$17.2K +87 +2%
WWP
4542
Waypoint Wealth Partners
California
$956K -$1.22M -6,157 -59%
FWM
4543
FMB Wealth Management
California
$955K -$3.36K -17 -0.4%
HFA
4544
High Falls Advisors
New York
$954K -$11.1K -56 -1%
NWM
4545
Napa Wealth Management
California
$953K +$67.3K +340 +8%
FFS
4546
Flavin Financial Services
Florida
$951K -$14.1K -71 -2%
GCM
4547
Gibraltar Capital Management
Oklahoma
$951K +$187K +943 +28%
OIS
4548
Okabena Investment Services
Minnesota
$950K +$57.2K +289 +7%
Q1WB
4549
Quest 10 Wealth Builders
Virginia
$948K +$47.1K +238 +6%
TIM
4550
Tortoise Investment Management
New York
$948K +$86.1K +435 +11%