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Name Holding Trade Value Shares
Change
Change in
Stake
BF
5026
Benchmark Financial
Delaware
$1.25M -$40.9K -101 -3%
WFA
5027
Woodward Financial Advisors
North Carolina
$1.25M +$1.36M +3,356 New
KCM
5028
Kendall Capital Management
Maryland
$1.25M -$59.9K -148 -4%
WFL
5029
Wealth Forward LLC
North Dakota
$1.25M +$34.4K +85 +3%
WN
5030
Williams & Novak
California
$1.24M -$66.8K -165 -5%
GFA
5031
Godfrey Financial Associates
New York
$1.24M -$238K -589 -15%
BAM
5032
Burkett Asset Management
$1.24M +$122K +302 +10%
SGC
5033
Slocum, Gordon & Co
Rhode Island
$1.24M +$42.1K +104 +3%
CA
5034
Chatterton & Associates
California
$1.24M -$297K -733 -19%
SW
5035
SMART Wealth
Nebraska
$1.24M -$307K -759 -19%
BF
5036
Brogan Financial
Tennessee
$1.24M +$55.4K +137 +4%
KRW
5037
Kaufman Rossin Wealth
Florida
$1.24M +$70.8K +175 +6%
BW
5038
BostonPremier Wealth
Massachusetts
$1.23M +$166K +410 +14%
RW
5039
REDW Wealth
New Mexico
$1.23M +$77.7K +192 +6%
SWA
5040
Sightline Wealth Advisors
Connecticut
$1.23M +$20.2K +50 +2%
SWM
5041
SFG Wealth Management
Maryland
$1.23M -$28.7K -71 -2%
BF
5042
Bonfire Financial
Colorado
$1.23M +$9.31K +23 +0.7%
HAS
5043
Holland Advisory Services
Florida
$1.23M -$8.09K -20 -0.6%
SG
5044
Sharper & Granite
California
$1.23M +$358K +886 +37%
DCM
5045
Dorato Capital Management
Colorado
$1.23M +$44.9K +111 +4%
KAM
5046
KEB Asset Management
Illinois
$1.23M +$22.7K +56 +2%
RPGNY
5047
Retirement Planning Group (New York)
New York
$1.23M +$153K +379 +13%
GCM
5048
G2 Capital Management
Ohio
$1.23M -$15.4K -38 -1%
CIR
5049
Clear Investment Research
Georgia
$1.23M +$17.8K +44 +1%
AA
5050
Aufman Associates
Pennsylvania
$1.23M -$405 -1 -0%