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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2676
MBE Wealth Management
Wisconsin
$471K – – –
EC
2677
EdgeRock Capital
Colorado
$471K +$16.3K +31 +3%
RPCONE
2678
Retirement Planning Company of New England
Rhode Island
$471K +$211K +401 +74%
HOWA
2679
Heritage Oak Wealth Advisors
Florida
$470K +$20K +38 +4%
Clifford Swan Investment Counsel
2680
Clifford Swan Investment Counsel
California
$469K -$761K -1,445 -61%
TFA
2681
Tobias Financial Advisors
Florida
$468K -$166K -316 -25%
OHWP
2682
Oak Harbor Wealth Partners
North Carolina
$468K -$24.2K -46 -5%
LJAC
2683
L.J. Altfest & Co
New York
$468K +$2.11K +4 +0.4%
VR
2684
Valued Retirements
Texas
$468K – – –
WWM
2685
Walser Wealth Management
Florida
$467K +$61.1K +116 +14%
SPW
2686
Signet Private Wealth
Illinois
$466K -$88K -167 -15%
PCS
2687
Private Client Services
Kentucky
$465K +$12.6K +24 +3%
JWA
2688
JFS Wealth Advisors
Pennsylvania
$465K -$65.8K -125 -12%
NRG
2689
Nemes Rush Group
Michigan
$465K -$11.1K -21 -2%
FAN
2690
Financial Advisors Network
California
$465K – – –
PWC
2691
Pathfinder Wealth Consulting
North Carolina
$464K +$99K +188 +25%
VCP
2692
Verus Capital Partners
Arizona
$464K -$8.95K -17 -2%
4A
2693
4Wealth Advisors
Illinois
$464K +$46.9K +89 +10%
NCM
2694
Noesis Capital Mangement
Florida
$463K -$111K -210 -18%
DG
2695
Dala Group
Illinois
$460K -$830K -1,576 -63%
GGI
2696
GPM Growth Investors
Michigan
$459K +$23.7K +45 +5%
SFS
2697
Symphony Financial Services
Ohio
$459K – – –
OF
2698
Optimize Financial
California
$456K +$480K +912 New
PM
2699
Pembroke Management
Quebec, Canada
$455K -$23.2K -44 -5%
EPW
2700
Endeavor Private Wealth
Kansas
$455K -$2.63K -5 -0.5%