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Name Holding Trade Value Shares
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Change in
Stake
PFP
2676
Paragon Financial Partners
California
$2.63M +$744 +1 +0%
AF
2677
AGP Franklin
Tennessee
$2.62M +$433K +582 +19%
GPI
2678
General Partner Inc
Pennsylvania
$2.61M
LWM
2679
Lodestone Wealth Management
Washington
$2.6M +$40.9K +55 +2%
ES
2680
Element Squared
Minnesota
$2.59M +$116K +156 +5%
WMA
2681
West Michigan Advisors
Michigan
$2.59M +$20.8K +28 +0.8%
SRA
2682
Secured Retirement Advisors
Minnesota
$2.59M -$741K -996 -22%
RP
2683
Raelipskie Partnership
Ontario, Canada
$2.58M +$18.6K +25 +0.7%
RDFA
2684
Ritter Daniher Financial Advisory
Ohio
$2.58M +$2.26M +3,033 +635%
CMANY
2685
Capital Management Associates (New York)
New York
$2.57M
MIC
2686
Maxi Investments CY
Cyprus
$2.57M -$13.9M -18,656 -84%
AWA
2687
AGH Wealth Advisors
Kansas
$2.57M -$38.7K -52 -1%
ARMT
2688
Amica Retiree Medical Trust
Rhode Island
$2.57M
HCM
2689
Hall Capital Management
Rhode Island
$2.57M -$16.4K -22 -0.6%
BA
2690
Bellwether Advisors
Nebraska
$2.56M -$598K -803 -19%
WAM
2691
WealthTrust Asset Management
Florida
$2.56M -$46.9K -63 -2%
MPA
2692
Marvin & Palmer Associates
Delaware
$2.55M +$2.93M +3,938 New
WMWM
2693
Whitaker-Myers Wealth Managers
Ohio
$2.55M +$1.68M +2,251 +184%
NRC
2694
New Republic Capital
North Carolina
$2.55M +$171K +230 +7%
WA
2695
WBH Advisory
Maryland
$2.54M +$70.7K +95 +3%
HFS
2696
Hoge Financial Services
Pennsylvania
$2.53M +$730K +981 +40%
QFA
2697
Quantum Financial Advisors
California
$2.53M
4WM
2698
44 Wealth Management
Oregon
$2.52M +$658K +884 +35%
CIM
2699
Corda Investment Management
Texas
$2.52M -$76.7K -103 -3%
PWM
2700
Power Wealth Management
Georgia
$2.51M -$251K -337 -9%