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Name Holding Trade Value Shares
Change
Change in
Stake
FLA
5101
Financial Life Advisors
Texas
$854K +$6.02K +24 +0.7%
DFA
5102
DHJJ Financial Advisors
Illinois
$853K +$16.3K +65 +2%
CCMW
5103
Cypress Capital Management (Wyoming)
Wyoming
$853K +$39.9K +159 +5%
RWP
5104
Ridgeline Wealth Planning
Ohio
$852K +$42.7K +170 +5%
SPA
5105
Sentinel Pension Advisors
Massachusetts
$851K +$73.5K +293 +9%
OWM
5106
Orgel Wealth Management
Wisconsin
$849K +$54.7K +218 +7%
OFP
5107
OLIO Financial Planning
Virginia
$848K +$5.77K +23 +0.7%
DI
5108
DDFG Inc
California
$847K
LBC
5109
Lane Brothers & Co
Arizona
$847K -$6.28K -25 -0.7%
CA
5110
Chatterton & Associates
California
$845K +$68.5K +273 +9%
CWM
5111
Cranbrook Wealth Management
Michigan
$844K -$113K -450 -11%
RPGNY
5112
Retirement Planning Group (New York)
New York
$844K +$2.51K +10 +0.3%
HWM
5113
HRC Wealth Management
Idaho
$842K +$753 +3 +0.1%
W
5114
WorthPointe
California
$842K +$7.03K +28 +0.8%
DW
5115
Dodds Wealth
Colorado
$839K +$45.2K +180 +5%
WC
5116
Wexford Capital
Florida
$834K +$200K +796 +29%
TAM
5117
Trillium Asset Management
Massachusetts
$833K -$36.9K -147 -4%
MAM
5118
Markin Asset Management
New York
$832K -$25.4K -101 -3%
VFP
5119
Verus Financial Partners
Virginia
$831K +$7.03K +28 +0.8%
RFS
5120
RM Financial Services
Maine
$829K
PCM
5121
Payne Capital Management
New York
$829K -$154K -612 -15%
WWWM
5122
White Wing Wealth Management
Texas
$828K +$8.79K +35 +1%
FIG
5123
FSA Investment Group
Florida
$828K +$272K +1,084 +45%
IFO
5124
Independent Family Office
New York
$828K
CWM
5125
CarsonAllaria Wealth Management
Illinois
$825K +$22.8K +91 +3%