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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
4776
Ifrah Financial Services
Arkansas
$734K +$76.3K +337 +11%
NECFA
4777
New England Capital Financial Advisors
Connecticut
$732K +$11.3K +50 +2%
DFG
4778
Dynamic Financial Group
Iowa
$731K
W
4779
WorthPointe
California
$729K -$16.8K -74 -2%
CCMW
4780
Cypress Capital Management (Wyoming)
Wyoming
$728K +$88.3K +390 +13%
HCA
4781
Hyperion Capital Advisors
New York
$725K
AWA
4782
Aquire Wealth Advisors
Utah
$723K -$23.8K -105 -3%
KLI
4783
Kelman-Lazarov Inc
Tennessee
$723K +$77.9K +344 +12%
BWG
4784
Berry Wealth Group
Texas
$722K -$642K -2,835 -46%
ATWA
4785
Arbor Trust Wealth Advisors
Michigan
$721K +$226 +1 +0%
HFF
4786
Halter Ferguson Financial
Indiana
$719K -$184K -815 -20%
KP
4787
Kitching Partners
Pennsylvania
$718K
AIA
4788
Allied Investment Advisors
Montana
$717K +$168K +740 +29%
PF
4789
Penney Financial
Texas
$716K +$91K +402 +14%
AC
4790
Avant Capital
Louisiana
$715K +$8.83K +39 +1%
PAW
4791
Plan A Wealth
Nebraska
$714K -$110K -485 -13%
E3F
4792
Eight 31 Financial
Texas
$714K +$283K +1,250 +63%
SC
4793
Schubert & Co
Texas
$713K +$32.1K +142 +5%
PM
4794
Pembroke Management
Quebec, Canada
$713K +$72.9K +322 +11%
VWWMG
4795
Vermillion & White Wealth Management Group
Pennsylvania
$711K +$31.7K +140 +5%
PCP
4796
Perbak Capital Partners
United Kingdom
$709K +$731K +3,231 New
SFS
4797
Security Financial Services
Indiana
$708K +$13.8K +61 +2%
SWM
4798
Sagace Wealth Management
Florida
$706K -$39.2K -173 -5%
AWM
4799
Absher Wealth Management
North Carolina
$706K +$23.3K +103 +3%
AIA
4800
Affinity Investment Advisors
California
$705K +$727K +3,211 New