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Name Holding Trade Value Shares
Change
Change in
Stake
PDM
3776
Penn Davis McFarland
Texas
$431K
HWM
3777
HighMark Wealth Management
Minnesota
$431K +$9.74K +42 +2%
FSG
3778
Financial Strategies Group
Michigan
$430K -$667K -2,873 -61%
SCM
3779
Shapiro Capital Management
Georgia
$429K +$232 +1 +0.1%
APP
3780
Alpha Paradigm Partners
Illinois
$428K -$1.47M -6,351 -78%
JC
3781
Jentner Corp
Ohio
$428K -$22.3K -96 -5%
SPWG
3782
Sage Private Wealth Group
Illinois
$428K -$11.1K -48 -3%
BAM
3783
Banta Asset Management
California
$428K
BWM
3784
Blossom Wealth Management
California
$427K +$105K +451 +33%
CG
3785
Castellan Group
Kentucky
$424K
SMG
3786
Smart Money Group
Texas
$424K +$9.51K +41 +2%
DFA
3787
DHJJ Financial Advisors
Illinois
$424K +$12.1K +52 +3%
PD
3788
Planning Directions
Pennsylvania
$421K +$8.59K +37 +2%
BWP
3789
Bernardo Wealth Planning
Pennsylvania
$417K -$5.13M -22,123 -93%
LI
3790
LVZ Inc
Michigan
$416K -$1.62K -7 -0.4%
CFG
3791
Compton Financial Group
Maryland
$416K +$46.4K +200 +13%
SCM
3792
Seascape Capital Management
New Hampshire
$414K +$7.66K +33 +2%
Harris Associates
3793
Harris Associates
Illinois
$413K -$23.2K -100 -5%
CC
3794
Caxton Corporation
New Jersey
$413K +$141K +609 +53%
PCMM
3795
Piedmont Capital Management (Montana)
Montana
$412K -$928 -4 -0.2%
BWL
3796
Beacon Wealthcare LLC
North Carolina
$406K +$399K +1,721 New
MGWM
3797
Marks Group Wealth Management
Minnesota
$405K +$464 +2 +0.1%
I2I
3798
Insight 2811 Inc
Illinois
$401K
DWM
3799
Denver Wealth Management
Colorado
$399K +$300K +1,293 New
TSS
3800
Thomas Story & Son
Indiana
$398K +$40.6K +175 +12%