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Name Holding Trade Value Shares
Change
Change in
Stake
BW
4026
Basepoint Wealth
Iowa
$562K -$611 -1 -0.1%
FA
4027
FSA Advisors
Michigan
$560K -$146K -238 -19%
MG
4028
McHugh Group
Ohio
$559K
SFPG
4029
Stonebridge Financial Planning Group
Florida
$558K
CPA
4030
Cathy Pareto & Associates
Florida
$558K +$4.89K +8 +0.8%
PWA
4031
Peterson Wealth Advisors
Utah
$558K -$9.17K -15 -1%
BWS
4032
Broadway Wealth Solutions
Texas
$557K +$36.1K +59 +6%
EARNEST Partners
4033
EARNEST Partners
Georgia
$557K
CFA
4034
CWS Financial Advisors
Michigan
$557K +$1.83K +3 +0.3%
SCM
4035
Sirios Capital Management
Massachusetts
$555K -$14.2M -23,186 -96%
BWM
4036
BCGM Wealth Management
Indiana
$555K -$223K -365 -27%
SIM
4037
Studio Investment Management
Illinois
$554K -$37.3K -61 -6%
GGI
4038
Godsey & Gibb Inc
Virginia
$554K -$36.7K -60 -6%
CTC
4039
Cetera Trust Company
Minnesota
$554K
SC
4040
Schubert & Co
Texas
$553K -$6.12K -10 -1%
LW
4041
Livet Wealth
Utah
$553K -$66K -108 -10%
IWP
4042
Insight Wealth Partners
Texas
$552K -$67.3K -110 -10%
SA
4043
Stewardship Advisors
Pennsylvania
$551K -$19K -31 -3%
MBI
4044
May Barnhard Investments
Maryland
$551K +$36.1K +59 +6%
SJL
4045
Shayne & Jacobs LLC
Tennessee
$549K
CIS
4046
Continental Investors Services
Washington
$549K +$133K +218 +30%
PPG
4047
Peak Planning Group
Colorado
$547K -$67.9K -111 -10%
PPA
4048
Painted Porch Advisors
California
$546K -$183K -300 -24%
DWM
4049
Daner Wealth Management
Georgia
$544K +$17.1K +28 +3%
CWMS
4050
Cannon Wealth Management Services
North Carolina
$544K +$99.1K +162 +20%