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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
3251
Blue Rock Wealth Management
North Carolina
$4.06M +$92.9K +533 +3%
SW
3252
StrongBox Wealth
Missouri
$4.05M -$9.59K -55 -0.3%
SP
3253
Symmetry Partners
Connecticut
$4.05M +$911K +5,226 +32%
MWM
3254
Massachusetts Wealth Management
Massachusetts
$4.03M +$26.1K +150 +0.7%
BFW
3255
Brady Family Wealth
Missouri
$4.02M +$116K +666 +3%
MWM
3256
MFG Wealth Management
Indiana
$4.02M -$1.27M -7,262 -25%
FFWA
3257
FRG Family Wealth Advisors
Washington
$4.02M +$218K +1,249 +6%
PRS
3258
Pinkerton Retirement Specialists
Idaho
$4.02M +$3.14M +18,009 +512%
M
3259
MATAURO
New York
$4.01M +$797K +4,570 +27%
WAM
3260
Wallington Asset Management
Indiana
$4.01M -$178K -1,024 -5%
PCM
3261
Permanent Capital Management
Illinois
$4M +$3.74M +21,435 New
RH
3262
RFG Holdings
Texas
$3.99M +$381K +2,187 +11%
CWA
3263
CogentBlue Wealth Advisors
Tennessee
$3.99M +$144K +825 +4%
TW
3264
Towerpoint Wealth
California
$3.98M +$618K +3,546 +20%
CWM
3265
Cherrydale Wealth Management
New Jersey
$3.97M +$3.14K +18 +0.1%
SL
3266
SFM LLC
New Hampshire
$3.97M +$97.6K +560 +3%
BWM
3267
Baron Wealth Management
Michigan
$3.97M -$529K -3,036 -12%
RC
3268
Rahlfs Capital
Texas
$3.97M
TC
3269
TAGStone Capital
North Carolina
$3.97M
ICM
3270
Intrepid Capital Management
Florida
$3.96M -$38.5K -221 -1%
EP
3271
Essential Partners
California
$3.96M +$365K +2,095 +11%
WPC
3272
White Pine Capital
Minnesota
$3.96M +$13.9K +80 +0.4%
LIA
3273
LifePlan Investment Advisors
North Carolina
$3.96M +$182K +1,046 +5%
AFA
3274
American Financial Advisors
Georgia
$3.95M -$115K -658 -3%
AIA
3275
Alternative Investment Advisors
Florida
$3.95M +$61.9K +355 +2%