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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2676
Synergy Financial Group
California
$5.25M -$756K -2,962 -14%
DL
2677
DOHJ LLC
Washington
$5.25M -$719K -2,819 -13%
PAM
2678
Peninsula Asset Management
Florida
$5.23M -$72.7K -285 -2%
KC
2679
Kenfarb & Co
Kentucky
$5.23M -$187K -732 -4%
SFS
2680
Strategic Financial Services
New York
$5.22M -$21.4K -84 -0.5%
SPWM
2681
Schrum Private Wealth Management
Florida
$5.22M -$80.3K -315 -2%
CG
2682
Clarus Group
Texas
$5.21M +$5.87K +23 +0.1%
VAG
2683
VisionPoint Advisory Group
Texas
$5.21M -$1.59M -6,244 -27%
Wolverine Trading
2684
Wolverine Trading
Illinois
$5.2M -$162M -634,407 -97%
APG
2685
Abacus Planning Group
South Carolina
$5.2M +$51K +200 +1%
EFM
2686
Eley Financial Management
Vermont
$5.2M -$18.9K -74 -0.4%
OIA
2687
Optimum Investment Advisors
Illinois
$5.2M -$32.9K -129 -0.7%
SAM
2688
Secure Asset Management
Michigan
$5.19M +$88.8K +348 +2%
ABP
2689
Arthur B. Page
$5.18M -$255 -1 -0%
PWA
2690
Phoenix Wealth Advisors
North Carolina
$5.17M -$17.1K -67 -0.4%
AIA
2691
Affinity Investment Advisors
California
$5.16M -$41.3K -162 -0.9%
AFG
2692
Allegheny Financial Group
Pennsylvania
$5.16M -$3.06K -12 -0.1%
SRSA
2693
S.R. Schill & Associates
Washington
$5.13M +$64.5K +253 +1%
WMA
2694
West Michigan Advisors
Michigan
$5.13M +$1.07M +4,212 +31%
FDS
2695
Freedom Day Solutions
Texas
$5.12M -$125K -491 -3%
DWM
2696
Darwin Wealth Management
Florida
$5.12M -$248K -973 -5%
LWA
2697
Lineweaver Wealth Advisors
Ohio
$5.12M +$21.2K +83 +0.5%
SW
2698
StrongBox Wealth
Missouri
$5.1M -$46.9K -184 -1%
LAM
2699
Lynch Asset Management
Pennsylvania
$5.1M +$816K +3,200 +22%
WDG
2700
Wealth Dimensions Group
Ohio
$5.1M -$405K -1,587 -8%