Name Holding Trade Value Shares
Change
Change in
Stake
WP
1151
WealthPLAN Partners
Nebraska
$2.41M -$1.08M -3,999 -29%
HA
1152
Hamel Associates
New Jersey
$2.4M -$16.2K -60 -0.6%
LHC
1153
Little House Capital
Massachusetts
$2.4M +$83.1K +307 +3%
RMDI
1154
R.M. Davis Inc
Maine
$2.39M -$123K -455 -4%
MBT
1155
Montecito Bank & Trust
California
$2.39M -$28.4K -105 -1%
ISWM
1156
Independent Solutions Wealth Management
New York
$2.38M -$20.6K -76 -0.8%
BCM
1157
Becker Capital Management
Oregon
$2.38M -$54.9K -203 -2%
SFG
1158
Seamount Financial Group
Colorado
$2.38M +$13.5K +50 +0.5%
ABTD
1159
Arvest Bank Trust Division
Oklahoma
$2.38M +$51.4K +190 +2%
NEI
1160
Northwest & Ethical Investments
Ontario, Canada
$2.37M +$2.65M +9,792 New
BLFG
1161
Brian Low Financial Group
Louisiana
$2.37M +$209K +773 +9%
ORG
1162
Optimist Retirement Group
Washington
$2.36M -$72K -266 -3%
TWM
1163
Tortuga Wealth Management
California
$2.36M +$251K +928 +11%
MCM
1164
Mendel Capital Management
Arkansas
$2.36M +$2.64M +9,742 New
GKWIM
1165
Gerber Kawasaki Wealth & Investment Management
California
$2.36M -$281K -1,038 -10%
PCA
1166
Prosperity Capital Advisors
Ohio
$2.36M -$114K -423 -4%
MKC
1167
M. Kraus & Co
Vermont
$2.35M +$475K +1,757 +22%
MAG
1168
Meadowbrook Advisors Group
New Jersey
$2.35M -$11.6K -43 -0.4%
RSWM
1169
Robertson Stephens Wealth Management
California
$2.34M +$32.2K +119 +1%
PWC
1170
Pathfinder Wealth Consulting
North Carolina
$2.34M +$12.2K +45 +0.5%
EL
1171
Essex LLC
Illinois
$2.34M +$41.4K +153 +2%
SA
1172
Sacks & Associates
New Jersey
$2.34M -$35.7K -132 -1%
TA
1173
TKG Advisors
Indiana
$2.34M -$4.96M -18,316 -66%
FGA
1174
Fortis Group Advisors
New Jersey
$2.33M +$297K +1,098 +13%
SB
1175
Strategic Blueprint
Georgia
$2.32M +$9.74K +36 +0.4%