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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
2926
WealthGarden F.S.
California
$4.6M +$156K +1,238 +5%
BFG
2927
Bouchey Financial Group
New York
$4.6M +$416K +3,309 +13%
VWM
2928
Valley Wealth Managers
New Jersey
$4.59M +$16.1K +128 +0.4%
FA
2929
FDx Advisors
Illinois
$4.59M +$35.5K +282 +1%
WA
2930
Wealthstream Advisors
New York
$4.59M +$397K +3,154 +12%
PWAM
2931
Pinnacle West Asset Management
Wyoming
$4.59M +$6.29K +50 +0.2%
LI
2932
LifeWealth Investments
Florida
$4.58M +$558K +4,435 +18%
MWA
2933
Muirfield Wealth Advisors
North Carolina
$4.58M +$252 +2 +0%
FF
2934
Francis Financial
$4.57M -$249K -1,981 -6%
IQI
2935
Integrated Quantitative Investments
Washington
$4.57M +$3.64M +28,926 New
PM
2936
Parametrica Management
Hong Kong
$4.57M +$3.64M +28,897 New
AWAG
2937
ARS Wealth Advisors Group
Florida
$4.56M -$992K -7,883 -21%
BWM
2938
BCS Wealth Management
Tennessee
$4.56M +$1.12M +8,891 +45%
HBW
2939
Hazlett, Burt & Watson
West Virginia
$4.56M +$196K +1,559 +6%
BLC
2940
Brown, Lisle/Cummings
Rhode Island
$4.56M +$800K +6,356 +28%
MWM
2941
MFG Wealth Management
Indiana
$4.56M -$204K -1,624 -5%
GFA
2942
Gallagher Fiduciary Advisors
Illinois
$4.55M +$28.9K +230 +0.8%
CPM
2943
Crescent Park Management
California
$4.55M +$25.5K +203 +0.7%
HL
2944
HeadInvest LLC
Maine
$4.54M -$337K -2,680 -9%
ACM
2945
Aspen Capital Management
Idaho
$4.53M +$22.1K +176 +0.6%
HA
2946
Hofer & Associates
California
$4.53M +$351K +2,786 +11%
BWM
2947
Buckley Wealth Management
Nevada
$4.52M +$58.5K +465 +2%
SCP
2948
Stamos Capital Partners
California
$4.51M +$435K +3,457 +14%
CIA
2949
Cohen Investment Advisors
New Hampshire
$4.5M +$1.42M +11,293 +66%
PAS
2950
PKS Advisory Services
New York
$4.49M +$157K +1,249 +5%