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Name Holding Trade Value Shares
Change
Change in
Stake
CA
3951
Cortland Associates
Missouri
$2.64M +$1.62K +4 +0.1%
TWM
3952
Trevian Wealth Management
Massachusetts
$2.64M -$68K -168 -3%
RCM
3953
Rain Capital Management
Oregon
$2.64M +$49.8K +123 +2%
LWA
3954
Lantern Wealth Advisors
New York
$2.63M +$19K +47 +0.8%
PMG
3955
Private Management Group
California
$2.62M -$85.4K -211 -3%
KWA
3956
Kellett Wealth Advisors
Ohio
$2.62M +$14.2K +35 +0.6%
HFAS
3957
Hummer Financial Advisory Services
Illinois
$2.61M
IIM
3958
Ironwood Investment Management
Massachusetts
$2.61M +$450K +1,112 +22%
AF
3959
Aldebaran Financial
$2.61M +$14.6K +36 +0.6%
PWM
3960
Partnership Wealth Management
Maryland
$2.61M +$10.1K +25 +0.4%
IAG
3961
Investmark Advisory Group
Connecticut
$2.61M -$19.4K -48 -0.8%
PFA
3962
Petra Financial Advisors
Colorado
$2.6M +$426K +1,053 +19%
EGWAG
3963
Elwood & Goetz Wealth Advisory Group
Georgia
$2.6M +$78.5K +194 +3%
CG
3964
Clifford Group
Massachusetts
$2.59M +$3.24K +8 +0.1%
HWA
3965
Heartwood Wealth Advisors
Virginia
$2.59M -$2.83K -7 -0.1%
CRIG
3966
Charter Research & Investment Group
Connecticut
$2.59M +$22.3K +55 +0.9%
TWM
3967
Tanager Wealth Management
United Kingdom
$2.59M +$22.7K +56 +0.9%
HGWM
3968
Horst & Graben Wealth Management
Oregon
$2.58M +$738K +1,824 +42%
WIM
3969
Warwick Investment Management
Texas
$2.58M +$894K +2,209 +56%
SPWG
3970
Sage Private Wealth Group
Illinois
$2.58M -$39.3K -97 -2%
SWM
3971
Seed Wealth Management
Illinois
$2.58M -$32.4K -80 -1%
GIM
3972
Guild Investment Management
California
$2.58M +$147K +362 +6%
NWM
3973
NRI Wealth Management
California
$2.58M +$1.62K +4 +0.1%
ZC
3974
Zeit Capital
Colorado
$2.57M -$283K -700 -10%
UIA
3975
Ulland Investment Advisors
Minnesota
$2.57M +$760K +1,877 +44%