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Name Holding Trade Value Shares
Change
Change in
Stake
SPI
4451
Strategic Planning Inc
Ohio
$234K +$262K +406 New
WWP
4452
Waypoint Wealth Partners
California
$233K -$61.9K -96 -19%
AA
4453
Alesco Advisors
New York
$233K -$13.5K -21 -5%
PA
4454
PharVision Advisers
Florida
$233K -$701K -1,086 -73%
IAA
4455
Ironsides Asset Advisors
North Carolina
$233K -$74.2K -115 -22%
UCI
4456
Uncommon Cents Investing
Wisconsin
$232K – – –
DDPIC
4457
Deroy & Devereaux Private Investment Counsel
Michigan
$232K – – –
ICMM
4458
Integrated Capital Management (Michigan)
Michigan
$232K +$13.5K +21 +6%
VBFP
4459
Valtinson Bruner Financial Planning
Minnesota
$232K +$259K +402 New
HWM
4460
HRC Wealth Management
Idaho
$231K – – –
IFPG
4461
Intrepid Financial Planning Group
Indiana
$231K – – –
TAM
4462
Tucker Asset Management
Colorado
$230K – – –
UIM
4463
Unified Investment Management
Georgia
$229K – – –
PFA
4464
Pinnacle Family Advisors
Missouri
$229K +$19.4K +30 +8%
GCWM
4465
Graham Capital Wealth Management
District of Columbia
$228K -$1.29K -2 -0.5%
HOWA
4466
Heritage Oak Wealth Advisors
Florida
$228K – – –
MSFP
4467
Mark Sheptoff Financial Planning
Connecticut
$228K – – –
PWM
4468
PMG Wealth Management
Illinois
$228K – – –
DI
4469
DDFG Inc
California
$227K +$6.45K +10 +3%
Legacy Financial Group (Iowa)
4470
Legacy Financial Group (Iowa)
Iowa
$226K – – –
FWM
4471
Forza Wealth Management
Florida
$226K – – –
HIW
4472
Holos Integrated Wealth
Pennsylvania
$226K – – –
OL
4473
Owen LaRue
Kentucky
$225K – – –
TCM
4474
TruNorth Capital Management
Michigan
$225K +$37.4K +58 +17%
PD
4475
Planning Directions
Pennsylvania
$225K +$24.5K +38 +11%