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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
4701
Wilkins Investment Counsel
Massachusetts
$653K
AW
4702
Apricus Wealth
South Carolina
$653K +$86.8K +400 +13%
WAG
4703
Wheelhouse Advisory Group
Missouri
$653K -$19.7K -91 -3%
GRA
4704
Golden Road Advisors
Florida
$649K +$61.6K +284 +9%
ACM
4705
Andina Capital Management
Utah
$647K +$738K +3,403 New
CWM
4706
Cahill Wealth Management
Michigan
$647K
WA
4707
WESPAC Advisors
California
$646K +$77.5K +357 +12%
PSA
4708
Plum Street Advisors
Louisiana
$646K -$1.74K -8 -0.2%
GCM
4709
Gibraltar Capital Management
Oklahoma
$646K -$43.6K -201 -6%
NF
4710
NavPoint Financial
Minnesota
$645K +$174K +800 +31%
Members Trust
4711
Members Trust
Florida
$643K
LFS
4712
Lutz Financial Services
Nebraska
$643K +$19.3K +89 +3%
CW
4713
Cook Wealth
North Carolina
$642K -$4.34K -20 -0.6%
FM
4714
Foster & Motley
Ohio
$642K +$42.1K +194 +6%
ST
4715
Sageworth Trust
Pennsylvania
$641K -$119K -547 -14%
RFO
4716
RiverGlades Family Offices
Florida
$640K +$3.47K +16 +0.5%
GA
4717
Gordian Advisors
Arizona
$639K
SIMG
4718
Stephens Investment Management Group
Texas
$639K
FS
4719
Financial Symmetry
North Carolina
$639K +$38.6K +178 +6%
KWM
4720
KFG Wealth Management
Indiana
$639K -$99.6K -459 -12%
PFG
4721
Prospect Financial Group
Virginia
$639K +$121K +559 +20%
FCMT
4722
Founders Capital Management (Texas)
Texas
$638K +$4.34K +20 +0.6%
MPCL
4723
My Personal CFO LLC
Washington
$638K +$9.77K +45 +1%
VWM
4724
Verus Wealth Management
Wisconsin
$638K +$54.3K +250 +8%
TFF
4725
The Family Firm
Maryland
$637K +$4.56K +21 +0.6%