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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2476
Winthrop Advisory Group
Massachusetts
$554K -$81.7K -927 -14%
VIM
2477
Vista Investment Management
Pennsylvania
$553K
AWC
2478
Adamsbrown Wealth Consultants
Kansas
$553K +$54.7K +621 +12%
VIM
2479
VELA Investment Management
Ohio
$552K +$506K +5,745 New
GFWA
2480
Grey Fox Wealth Advisors
Delaware
$551K +$18.8K +213 +4%
PCM
2481
Park Capital Management
Wisconsin
$551K -$8.28K -94 -2%
SBWIC
2482
Schaper Benz & Wise Investment Counsel
Wisconsin
$549K
SPF
2483
South Plains Financial
Texas
$549K +$472K +5,355 +1,530%
WFPG
2484
Waller Financial Planning Group
Ohio
$548K -$15.6K -177 -3%
WF
2485
WinCap Financial
Massachusetts
$548K -$4.41K -50 -0.9%
MAM
2486
McLaughlin Asset Management
Illinois
$547K -$27.5K -312 -5%
BWP
2487
Bernardo Wealth Planning
Pennsylvania
$547K +$14.5K +164 +3%
REMPR
2488
Roof Eidam Maycock Peralta (REMP)
California
$546K -$881 -10 -0.2%
AFM
2489
Aspetuck Financial Management
Connecticut
$546K
FI
2490
Financial Insights
Washington
$545K -$61.7K -700 -11%
SWMP
2491
Signature Wealth Management Partners
New Jersey
$545K +$61.7K +700 +14%
WSWA
2492
Warren Street Wealth Advisors
California
$544K -$17.3K -196 -3%
OPWM
2493
Oxinas Partners Wealth Management
Indiana
$544K -$49.7K -564 -9%
E
2494
Entelevest
Florida
$543K +$149K +1,687 +43%
CWM
2495
Cherrydale Wealth Management
New Jersey
$542K +$3.7K +42 +0.8%
FH
2496
FWG Holdings
Florida
$542K -$174K -1,970 -26%
CWA
2497
Consilio Wealth Advisors
Washington
$541K +$23.1K +262 +5%
SCM
2498
Sterneck Capital Management
Missouri
$541K +$495K +5,622 New
FPH
2499
Financial Planning Hawaii
Hawaii
$540K
SCM
2500
Seascape Capital Management
New Hampshire
$540K +$969 +11 +0.2%