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Name Holding Trade Value Shares
Change
Change in
Stake
IA
4101
IFG Advisors
Missouri
$2.36M +$1.27K +3 +0.1%
RA
4102
Rise Advisors
New York
$2.35M +$3.38K +8 +0.2%
GGV
4103
GG Group Ventures
Florida
$2.35M +$2.4M +5,685 New
NPPM
4104
North Point Portfolio Managers
Ohio
$2.35M +$123K +291 +6%
OPPS
4105
Obsidian Personal Planning Solutions
Maryland
$2.35M -$205K -486 -8%
FWM
4106
Fingerlakes Wealth Management
New York
$2.35M -$43.5K -103 -2%
SM
4107
Samjo Management
New York
$2.35M -$84.5K -200 -4%
EHAM
4108
Eagle Harbor Asset Management
Washington
$2.35M -$36.7K -87 -2%
MAM
4109
Marotta Asset Management
Virginia
$2.35M +$248K +587 +13%
C
4110
CEDRUS
Colorado
$2.34M +$171K +406 +8%
LSIA
4111
LaSalle St. Investment Advisors
Illinois
$2.33M +$766K +1,814 +53%
DFS
4112
Dixon Fnancial Services
California
$2.33M +$1.27K +3 +0.1%
GRQ
4113
Gardner Russo & Quinn
Pennsylvania
$2.33M -$66.3K -157 -3%
CWM
4114
CarsonAllaria Wealth Management
Illinois
$2.32M +$73.1K +173 +3%
AFA
4115
Arlington Financial Advisors
California
$2.32M -$46.5K -110 -2%
CWA
4116
Continuum Wealth Advisors
New York
$2.31M +$76.4K +181 +4%
VBFP
4117
Valtinson Bruner Financial Planning
Minnesota
$2.3M +$95K +225 +5%
HFP
4118
Holistic Financial Partners
Indiana
$2.3M -$122K -288 -5%
TI
4119
Truepoint Inc
Ohio
$2.29M -$171K -406 -7%
GWWM
4120
Great Waters Wealth Management
Minnesota
$2.29M +$153K +362 +8%
RCI
4121
RS Crum Inc
California
$2.29M +$60.8K +144 +3%
B
4122
BetterWealth
California
$2.29M +$32.1K +76 +2%
LP
4123
LGL Partners
Pennsylvania
$2.28M +$513K +1,214 +31%
BBW
4124
Blue Barn Wealth
Utah
$2.28M +$144K +340 +7%
APW
4125
Aurora Private Wealth
New Jersey
$2.28M -$173K -410 -7%