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Name Holding Trade Value Shares
Change
Change in
Stake
OCG
4801
Opus Capital Group
Ohio
$999K -$33.5K -152 -3%
DWM
4802
Defined Wealth Management
Oregon
$998K +$68K +309 +7%
LFA
4803
Lauterbach Financial Advisors
Texas
$998K -$164K -746 -13%
PCFFS
4804
Pacific Center for Financial Services
California
$996K -$78.6K -357 -7%
HFS
4805
Hoge Financial Services
Pennsylvania
$992K +$1.1K +5 +0.1%
ACM
4806
Alamar Capital Management
California
$991K
HHGA
4807
Halbert Hargrove Global Advisors
California
$991K +$988K +4,486 +1,655%
PF
4808
Parker Financial
Washington
$988K +$88.1K +400 +9%
BLFG
4809
Brian Low Financial Group
Louisiana
$988K +$90.5K +411 +9%
WN
4810
Williams & Novak
California
$985K -$255K -1,156 -20%
BWA
4811
BlueChip Wealth Advisors
Georgia
$985K +$19.8K +90 +2%
CPP
4812
Capasso Planning Partners
South Carolina
$984K -$4.4K -20 -0.4%
HP
4813
HT Partners
Connecticut
$984K -$2.64K -12 -0.3%
AWMG
4814
Alliance Wealth Management Group
New Jersey
$984K -$59.9K -272 -5%
DAC
4815
Dividend Assets Capital
South Carolina
$984K -$361K -1,639 -26%
BDPWM
4816
Barnes Dennig Private Wealth Management
Ohio
$983K -$11.7K -53 -1%
CAM
4817
Claret Asset Management
Quebec, Canada
$982K -$45.8K -208 -4%
FPN
4818
Financial Planning Navigators
Minnesota
$982K +$266K +1,209 +34%
VR
4819
Valued Retirements
Texas
$982K -$7.49K -34 -0.7%
JGIA
4820
Jackson Grant Investment Advisers
Connecticut
$982K +$44K +200 +4%
NPFS
4821
Novak & Powell Financial Services
Florida
$981K -$63K -286 -6%
T
4822
Tableaux
Massachusetts
$980K +$105K +479 +11%
FCMT
4823
Founders Capital Management (Texas)
Texas
$978K +$218K +988 +27%
FAM
4824
Forte Asset Management
New York
$976K
IWA
4825
IVC Wealth Advisors
Pennsylvania
$976K +$66.9K +304 +7%