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Name Holding Trade Value Shares
Change
Change in
Stake
Provident Wealth Management
5351
Provident Wealth Management
Tennessee
$938K +$2.43K +6 +0.2%
Stembrook Asset Management
5352
Stembrook Asset Management
New Jersey
$936K – – –
Potentia Wealth
5353
Potentia Wealth
California
$936K -$745K -1,841 -42%
Hill Investment Group Partners
5354
Hill Investment Group Partners
Missouri
$935K +$27.1K +67 +3%
Meredith Wealth Planning
5355
Meredith Wealth Planning
Illinois
$934K -$18.6K -46 -2%
WMS
5356
Wealth Management Strategies
Pennsylvania
$933K +$1.21K +3 +0.1%
Melia Wealth
5357
Melia Wealth
Oklahoma
$933K +$1.01M +2,500 New
Kelman-Lazarov Inc
5358
Kelman-Lazarov Inc
Tennessee
$932K -$704K -1,741 -41%
The Wealth Group
5359
The Wealth Group
Minnesota
$930K -$30.3K -75 -3%
DI
5360
Disciplined Investments
Oklahoma
$930K +$1.21K +3 +0.1%
RMG Wealth Management
5361
RMG Wealth Management
Wisconsin
$929K +$38K +94 +5%
GGM Financials
5362
GGM Financials
Ohio
$927K +$1.62K +4 +0.2%
Mustico Financial Group
5363
Mustico Financial Group
New York
$927K -$19.4K -48 -2%
New England Capital Financial Advisors
5364
New England Capital Financial Advisors
Connecticut
$926K +$405K +1,001 +68%
Avaii Wealth Management
5365
Avaii Wealth Management
Wisconsin
$925K +$119K +295 +14%
One Degree Advisors
5366
One Degree Advisors
California
$921K +$2.02K +5 +0.2%
TPG Financial Advisors
5367
TPG Financial Advisors
Oregon
$921K +$2.02K +5 +0.2%
Dominguez Wealth Management Solutions
5368
Dominguez Wealth Management Solutions
Virginia
$921K +$1.21K +3 +0.1%
BLVD Private Wealth
5369
BLVD Private Wealth
Kentucky
$919K -$79.3K -196 -7%
V.M. Manning & Co
5370
V.M. Manning & Co
South Carolina
$918K +$996K +2,462 New
Verus Wealth Management
5371
Verus Wealth Management
Wisconsin
$917K – – –
VFS
5372
Valpey Financial Services
New Hampshire
$916K +$405 +1 +0%
LAM Group
5373
LAM Group
Oregon
$916K +$558K +1,380 +128%
E6 Portfolios
5374
E6 Portfolios
Utah
$916K +$441K +1,090 +80%
Keeler & Nadler Financial Planning & Wealth Management
5375
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$916K +$48.6K +120 +5%