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Name Holding Trade Value Shares
Change
Change in
Stake
FS
4426
Financially Speaking
Colorado
$888K +$614K +4,881 +658%
AIA
4427
Allied Investment Advisors
Montana
$886K +$65.3K +519 +10%
CHJWM
4428
Carlton Hofferkamp & Jenks Wealth Management
Texas
$886K -$29.1K -231 -4%
DFS
4429
Dixon Fnancial Services
California
$886K
CFCI
4430
Comprehensive Financial Consultants Institutional
Indiana
$882K +$93.8K +745 +15%
ECM
4431
Elgethun Capital Management
South Dakota
$881K -$41.5K -330 -6%
RL
4432
Retireful LLC
Michigan
$880K +$431K +3,423 +159%
TDC
4433
Thompson Davis & Co
Virginia
$880K +$53.7K +427 +8%
IMC
4434
Investment Management Corporation
Virginia
$877K +$28.9K +230 +4%
FWM
4435
FSR Wealth Management
Illinois
$874K -$19.6K -156 -3%
BWM
4436
Brickley Wealth Management
California
$869K +$64.2K +510 +10%
AAA
4437
American Alpha Advisors
New York
$869K
CWM
4438
Crowley Wealth Management
Delaware
$868K +$13.5K +107 +2%
CCM
4439
Cloud Capital Management
Washington
$868K +$310K +2,466 +105%
ICM
4440
Islay Capital Management
Texas
$866K -$2.52K -20 -0.4%
GSF
4441
Grove Street Fiduciary
New Hampshire
$864K
JHP
4442
James Hambro & Partners
United Kingdom
$864K -$21.4K -170 -3%
WC
4443
Weil Company
California
$863K -$69.1K -549 -9%
NF
4444
NavPoint Financial
Minnesota
$862K +$126 +1 +0%
DWM
4445
Daner Wealth Management
Georgia
$861K +$592K +4,703 New
BFS
4446
Burkett Financial Services
South Carolina
$861K +$8.81K +70 +1%
KA
4447
Kure Advisory
Minnesota
$859K -$111K -885 -14%
MFG
4448
Midwest Financial Group
Kansas
$859K +$17.6K +140 +3%
Legacy Financial Group (Iowa)
4449
Legacy Financial Group (Iowa)
Iowa
$857K +$98.8K +785 +17%
WWP
4450
Wise Wealth Partners
Arizona
$856K +$138K +1,099 +25%