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Name Holding Trade Value Shares
Change
Change in
Stake
WWC
3876
Waypoint Wealth Counsel
Georgia
$690K -$520K -812 -40%
SA
3877
Sonoma Allocations
California
$689K -$281K -438 -27%
CANC
3878
Culbertson A N & Co
Virginia
$689K +$313K +489 +68%
ODFS
3879
O'Donnell Financial Services
California
$688K +$47.4K +74 +7%
CWM
3880
Centric Wealth Management
Illinois
$686K +$1.28K +2 +0.2%
CH
3881
Canton Hathaway
Rhode Island
$686K -$641 -1 -0.1%
HCWM
3882
Hidden Cove Wealth Management
Washington
$685K -$115K -180 -13%
BDA
3883
Borer Denton & Associates
Pennsylvania
$685K – – –
HB
3884
Horizon Bancorp
Indiana
$684K -$92.3K -144 -11%
WF
3885
WealthPoint Financial
North Carolina
$684K -$7.69K -12 -1%
GGA
3886
Granite Group Advisors
Connecticut
$683K -$78.8K -123 -9%
OCA
3887
Odyssey Capital Advisors
Pennsylvania
$682K +$105K +164 +16%
BFA
3888
Bill Few Associates
Pennsylvania
$681K +$35.2K +55 +5%
AAG
3889
Armstrong Advisory Group
Massachusetts
$681K -$59.6K -93 -7%
CMBA
3890
C.M. Bidwell & Associates
Hawaii
$681K +$1.28K +2 +0.2%
CAC
3891
Certified Advisory Corp
Florida
$681K +$143K +223 +23%
AA
3892
Ahara Advisors
New Jersey
$680K -$228K -355 -23%
JRSI
3893
Jeter Robert S II
$680K +$715K +1,115 New
FLP
3894
Financial Life Planners
Arizona
$679K -$18.6K -29 -2%
FUBT
3895
First United Bank & Trust
Maryland
$677K +$8.33K +13 +1%
CL
3896
CLG LLC
California
$677K +$25K +39 +3%
CWP
3897
Clark Wealth Partners
Illinois
$676K +$93.6K +146 +14%
CFCS
3898
CDM Financial Counseling Services
Connecticut
$676K +$103K +160 +16%
KPP
3899
Kings Path Partners
Texas
$675K +$320K +500 +74%
AW
3900
Avion Wealth
Texas
$675K -$75K -117 -9%