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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
4051
Professional Advisory Services
Florida
$908K +$48.2K +380 +5%
WW
4052
Waterfront Wealth
Kansas
$907K +$119K +936 +13%
DAC
4053
Dividend Assets Capital
South Carolina
$906K +$35.5K +280 +3%
CDWM
4054
Campbell Deegan Wealth Management
Virginia
$904K +$336K +2,654 +47%
TLCM
4055
Twin Lakes Capital Management
California
$904K -$5.96K -47 -0.6%
BFP
4056
Briaud Financial Planning
Texas
$901K +$12.7K +100 +1%
DI
4057
DDFG Inc
California
$901K -$59.6K -470 -5%
2L
4058
25 LLC
Missouri
$900K +$89.1K +703 +9%
HSWM
4059
Hubbell Strickland Wealth Management
Louisiana
$900K +$9K +71 +0.9%
IPW
4060
Intergy Private Wealth
Colorado
$899K +$27.3K +215 +3%
OCG
4061
Opus Capital Group
Ohio
$899K +$6.34K +50 +0.6%
C1AG
4062
Client 1st Advisory Group
Florida
$887K +$16.9K +133 +2%
RP
4063
Riverwater Partners
Wisconsin
$887K +$385K +3,035 +59%
AC
4064
Avant Capital
Louisiana
$880K +$6.97K +55 +0.7%
BH
4065
Burk Holdings
Oklahoma
$880K -$22.9K -181 -2%
WDL
4066
Well Done LLC
Michigan
$877K -$200K -1,577 -19%
STA
4067
Smith Thornton Advisors
Alabama
$877K +$29.2K +230 +3%
CFFP
4068
Center for Financial Planning
Michigan
$874K +$161K +1,269 +19%
HIM
4069
Harbour Investment Management
Washington
$873K -$8.87K -70 -0.9%
CPC
4070
CFC Planning Company
Indiana
$873K +$250K +1,975 +32%
HI
4071
Harrington Investments
California
$872K +$448K +3,535 +78%
PFA
4072
Pettinga Financial Advisors
Indiana
$872K +$5.2K +41 +0.5%
BP
4073
BBR Partners
New York
$871K -$46.9K -370 -4%
CP
4074
Castleview Partners
Texas
$871K +$43.2K +341 +4%
GFWA
4075
Grey Fox Wealth Advisors
Delaware
$870K +$120K +944 +13%