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Name Holding Trade Value Shares
Change
Change in
Stake
HCWM
3951
Harrison & Co Wealth Management
Virginia
$813K +$25K +92 +3%
AGA
3952
Arkos Global Advisors
Texas
$813K +$411K +1,515 +92%
NS
3953
Newman & Schimel
Illinois
$811K -$53.2K -196 -6%
PPWP
3954
Proquility Private Wealth Partners
Nevada
$810K +$12.2K +45 +1%
IAG
3955
Investmark Advisory Group
Connecticut
$807K +$323K +1,191 +61%
CSIA
3956
Charles Schwab Investment Advisory
California
$806K +$166K +613 +24%
SC
3957
Saiph Capital
New Jersey
$803K -$19.8K -73 -2%
RWA
3958
RGT Wealth Advisors
Texas
$803K -$57.5K -212 -6%
PD
3959
Planning Directions
Pennsylvania
$802K +$1.36K +5 +0.2%
LRIC
3960
Long Road Investment Counsel
Michigan
$801K -$54.3K -200 -6%
FA
3961
Faithward Advisors
Pennsylvania
$801K +$55.4K +204 +7%
HCP
3962
Holt Capital Partners
Texas
$798K +$27.7K +102 +3%
EGWAG
3963
Elwood & Goetz Wealth Advisory Group
Georgia
$797K -$34.7K -128 -4%
JCA
3964
January Capital Advisors
California
$795K
HPCM
3965
Hunter Perkins Capital Management
Illinois
$794K -$54.3K -200 -6%
IF
3966
Insight Folios
North Carolina
$794K +$266K +979 +46%
GCM
3967
G2 Capital Management
Ohio
$791K +$58.6K +216 +8%
WG
3968
Winton Group
United Kingdom
$789K +$833K +3,071 New
WCWM
3969
Willow Creek Wealth Management
California
$788K +$77.6K +286 +10%
KFS
3970
Kelly Financial Services
Massachusetts
$787K -$7.87K -29 -0.9%
AIM
3971
Axiom Investment Management
New York
$786K -$270K -995 -25%
JSMC
3972
Jess S. Morgan & Co
California
$786K
LFGH
3973
Lee Financial Group Hawaii
Hawaii
$785K -$2.17K -8 -0.3%
OAM
3974
Oberweis Asset Management
Illinois
$785K
DGI
3975
Disciplined Growth Investors
Minnesota
$780K -$179K -659 -18%