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Name Holding Trade Value Shares
Change
Change in
Stake
GG
3176
Gleason Group
Kentucky
$55.3K +$1.89K +23 +4%
WAG
3177
Wiser Advisor Group
Arizona
$55K +$53.9K +655 New
MSG
3178
Main Street Group
Virginia
$53.7K
MAFA
3179
MJT & Associates Financial Advisory
Minnesota
$51.7K +$2.72K +33 +6%
BHWM
3180
Beaird Harris Wealth Management
Texas
$51.3K +$906 +11 +2%
EPIMS
3181
Evelyn Partners Investment Management Services
$51K -$12.4K -150 -20%
CCM
3182
Copeland Capital Management
Pennsylvania
$50.4K
IA
3183
IFS Advisors
Kansas
$50.1K
AAG
3184
Accordant Advisory Group
Maryland
$47.3K
GWSA
3185
Global Wealth Strategies & Associates
Colorado
$46.9K +$36.2K +440 +370%
TFG
3186
Team Financial Group
California
$46.9K +$412 +5 +0.9%
SC
3187
Swan Capital
Florida
$46.8K +$8.73K +106 +24%
MHIP
3188
Mountain Hill Investment Partners
New Jersey
$46.7K +$824 +10 +2%
CIAS
3189
CBIZ Investment Advisory Services
Ohio
$46.5K +$16.6K +202 +58%
FFWM
3190
Future Financial Wealth Management
Ohio
$46.4K
TPBG
3191
Turning Point Benefit Group
Maryland
$46.1K +$42.2K +512 New
MSWA
3192
Marshall & Sterling Wealth Advisors
New York
$45.7K +$412 +5 +0.9%
TFA
3193
Toth Financial Advisory
Virginia
$45.2K
HHMI
3194
Howard Hughes Medical Institute
Maryland
$45.1K -$741 -9 -2%
FGAM
3195
Financial Gravity Asset Management
Texas
$43.3K +$42.4K +515 New
GJIA
3196
Glass Jacobson Investment Advisors
Maryland
$42.1K -$4.12K -50 -9%
CIA
3197
Cape Investment Advisory
Georgia
$42K -$53.5K -650 -56%
AIM
3198
Arcadia Investment Management
Michigan
$42K -$124K -1,500 -75%
DWA
3199
Dougherty Wealth Advisers
Minnesota
$42K
SA
3200
Seneschal Advisors
Washington
$41.7K +$40.9K +497 New