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Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
4301
Shira Ridge Wealth Management
California
$1.3M +$31.6K +181 +3%
ICMM
4302
Integrated Capital Management (Michigan)
Michigan
$1.29M +$87K +499 +8%
BAMG
4303
Brand Asset Management Group
Missouri
$1.29M -$1.45M -8,309 -54%
AFA
4304
Antonelli Financial Advisors
Michigan
$1.29M +$16.6K +95 +1%
PPWM
4305
Perissos Private Wealth Management
Oklahoma
$1.29M -$288K -1,653 -19%
CHJWM
4306
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.29M +$314K +1,802 +36%
GFG
4307
Grantvest Financial Group
New Jersey
$1.29M +$14.5K +83 +1%
SHIM
4308
Stone House Investment Management
Pennsylvania
$1.29M +$66.8K +383 +6%
TA
4309
Townsend & Associates
Colorado
$1.29M +$56.6K +325 +5%
Beck Mack & Oliver
4310
Beck Mack & Oliver
New York
$1.28M -$11K -63 -0.9%
BAM
4311
Bellevue Asset Management
Washington
$1.28M +$5.23K +30 +0.4%
FC
4312
Farringdon Capital
United Kingdom
$1.28M +$1.2M +6,861 New
SC
4313
Scratch Capital
Idaho
$1.28M -$84.5K -485 -7%
NWMP
4314
Noble Wealth Management PBC
Colorado
$1.28M +$1.2M +6,857 New
MLIC
4315
Mandatum Life Insurance Company
Finland
$1.28M -$946K -5,430 -44%
Q1WB
4316
Quest 10 Wealth Builders
Virginia
$1.28M -$62.2K -357 -5%
SF
4317
Seek First
California
$1.27M +$4.18K +24 +0.4%
FS
4318
Financial Symmetry
North Carolina
$1.27M +$475K +2,723 +66%
NCM
4319
Northwest Capital Management
Oregon
$1.27M -$41.1K -236 -3%
CIC
4320
Cutler Investment Counsel
Oregon
$1.27M +$113K +648 +11%
PCMF
4321
Private Capital Management (Florida)
Florida
$1.27M -$99.4K -570 -8%
FSWA
4322
Financial Synergies Wealth Advisors
Texas
$1.27M -$5.75K -33 -0.5%
DG
4323
DMC Group
Alabama
$1.27M +$38.3K +220 +3%
AFWM
4324
Abich Financial Wealth Management
Virginia
$1.27M +$1.19M +6,800 New
GT
4325
GreatBanc Trust
Illinois
$1.27M +$1.18M +6,792 New