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Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
2426
My Personal CFO LLC
Washington
$609K +$449K +1,464 +244%
LWAM
2427
Legacy Wealth Asset Management
Minnesota
$609K -$6.13K -20 -1%
APW
2428
Acima Private Wealth
Virginia
$608K +$11K +36 +2%
GSIS
2429
Global Strategic Investment Solutions
Arizona
$608K +$61K +199 +11%
WAL
2430
W Advisors LLC
Tennessee
$606K -$7.67K -25 -1%
JF
2431
JSF Financial
California
$606K +$17.8K +58 +3%
AIA
2432
Allied Investment Advisors
Montana
$605K -$3.07K -10 -0.5%
MTC
2433
McDaniel Terry & Co
Texas
$604K -$41.7K -136 -6%
DWM
2434
Defined Wealth Management
Oregon
$603K
RGF
2435
Retirement Guys Formula
Ohio
$603K +$65.3K +213 +12%
CAL
2436
Capital Advisors Ltd
Ohio
$603K -$203K -661 -24%
AFT
2437
Alpha Family Trust
California
$602K
FI
2438
FIDELIS iM
Oregon
$602K -$147K -479 -19%
SIA
2439
Soltis Investment Advisors
Utah
$601K +$7.36K +24 +1%
PWM
2440
Peterson Wealth Management
Nevada
$600K -$5.52K -18 -0.9%
SL
2441
Stevard LLC
Illinois
$599K
PTC
2442
Philadelphia Trust Company
Pennsylvania
$599K -$23K -75 -4%
SFPG
2443
Stonebridge Financial Planning Group
Florida
$599K
PHAM
2444
Palisades Hudson Asset Management
Florida
$598K -$60.4K -197 -9%
BA
2445
Ballast Advisors
Minnesota
$597K +$613 +2 +0.1%
ESBC
2446
E.S. Barr & Co
Kentucky
$597K -$17.2K -56 -3%
HIG
2447
Heritage Investment Group
Florida
$596K -$1.23K -4 -0.2%
FAT
2448
First American Trust
California
$596K +$13.8K +45 +2%
ME
2449
McIlrath & Eck
Washington
$595K -$4.6K -15 -0.7%
KWM
2450
KFG Wealth Management
Indiana
$594K +$42K +137 +7%