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Name Holding Trade Value Shares
Change
Change in
Stake
FL
4226
Fort LP
Maryland
$431K -$302K -1,145 -38%
SFPG
4227
Stonebridge Financial Planning Group
Florida
$431K +$154K +582 +46%
GAM
4228
Garrison Asset Management
Arkansas
$429K
T
4229
TNF
Montana
$428K +$27.2K +103 +6%
CFS
4230
Cannon Financial Strategists
Georgia
$427K -$50.2K -190 -9%
MW
4231
Milestone Wealth
New York
$427K
DFA
4232
DHJJ Financial Advisors
Illinois
$425K -$1.85K -7 -0.4%
MC
4233
Merlin Capital
Rhode Island
$425K
MWM
4234
Maripau Wealth Management
Indiana
$425K +$6.87K +26 +1%
NI
4235
NFC Investments
Tennessee
$424K -$39.6K -150 -8%
CCP
4236
Cassia Capital Partners
North Carolina
$424K -$28.3K -107 -6%
GWA
4237
Geometric Wealth Advisors
District of Columbia
$424K +$2.64K +10 +0.6%
EW
4238
Enzi Wealth
Texas
$424K +$453K +1,715 New
Harris Associates
4239
Harris Associates
Illinois
$423K
JC
4240
Jentner Corp
Ohio
$423K
TFA
4241
Tobias Financial Advisors
Florida
$422K -$264 -1 -0.1%
AGA
4242
Arkos Global Advisors
Texas
$421K -$358K -1,355 -43%
FEG
4243
Financial Enhancement Group
Indiana
$421K
FFP
4244
Forbes Financial Planning
Rhode Island
$421K
WRM
4245
Weybosset Research & Management
Rhode Island
$419K +$26.4K +100 +6%
SEM
4246
Strategic Equity Management
Arizona
$419K +$37K +140 +8%
HC
4247
Hoese & Co
Minnesota
$418K +$19.8K +75 +4%
MBFW
4248
Morton Brown Family Wealth
Pennsylvania
$416K -$1.32K -5 -0.3%
SCM
4249
Shapiro Capital Management
Georgia
$415K +$4.22K +16 +0.9%
CFG
4250
Compton Financial Group
Maryland
$413K +$264 +1 +0.1%