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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$5.17K -$3.44K -25 -38%
GGI
902
Godsey & Gibb Inc
Virginia
$4.92K
RWM
903
Ruedi Wealth Management
Illinois
$4.67K
PPC
904
Park Place Capital
Alabama
$4.54K -$1.65K -12 -25%
MCM
905
Manchester Capital Management
Vermont
$4.54K
CP
906
Castleview Partners
Texas
$4.41K
SWM
907
Sugarloaf Wealth Management
Georgia
$4.41K
ACM
908
Anfield Capital Management
California
$4.29K
EWM
909
Evermay Wealth Management
Virginia
$4.04K -$38.6K -280 -90%
TFGT
910
TS Financial Group (TSFG)
Illinois
$4K
IWP
911
IAG Wealth Partners
Wisconsin
$3.78K
KFI
912
Key Financial Inc
Pennsylvania
$3.78K
TFF
913
The Family Firm
Maryland
$3.67K +$4K +29 New
WIM
914
Westside Investment Management
California
$3.53K
DMIC
915
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.53K +$3.86K +28 New
GLR
916
Great Lakes Retirement
Ohio
$3.53K +$3.86K +28 New
TSMHT
917
Thurston Springer Miller Herd & Titak
Indiana
$3.53K +$3.86K +28 New
CPG
918
Cornerstone Planning Group
New Jersey
$3.36K -$551 -4 -13%
SGC
919
Slocum, Gordon & Co
Rhode Island
$3.15K
T
920
Tidemark
California
$3.15K
APC
921
Aspire Private Capital
North Carolina
$2.77K
CSC
922
Caldwell Sutter Capital
California
$2.65K
MIA
923
MeadowBrook Investment Advisors
Michigan
$2.65K
RFG
924
RFP Financial Group
Georgia
$2.65K
GEA
925
Glen Eagle Advisors
New Jersey
$2.65K +$2.89K +21 New