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Name Holding Trade Value Shares
Change
Change in
Stake
PRRFG
4676
Paul R. Ried Financial Group
Washington
$615K +$8.56K +68 +2%
SFA
4677
Seneca Financial Advisors
New York
$614K
SHA
4678
Seneca House Advisors
Virginia
$610K +$202K +1,609 +71%
CFP
4679
Cypress Financial Planning
New Jersey
$610K +$16.7K +133 +4%
BFA
4680
Brown Financial Advisory
Alabama
$608K +$132K +1,052 +38%
CC
4681
Capstone Capital
Nevada
$606K +$18K +143 +4%
SCM
4682
Sterneck Capital Management
Missouri
$606K +$16.4K +130 +4%
LAMNM
4683
Longview Asset Management (New Mexico)
New Mexico
$605K +$56.8K +451 +13%
PPW
4684
Presilium Private Wealth
Pennsylvania
$604K +$62.7K +498 +15%
DFG
4685
Dynamic Financial Group
Iowa
$602K +$12.6K +100 +3%
SIMC
4686
Squire Investment Management Company
Utah
$599K +$167K +1,330 +54%
FF
4687
Farnam Financial
Arizona
$599K -$163K -1,299 -26%
LWMNY
4688
Landmark Wealth Management (New York)
New York
$597K -$22.9K -182 -5%
HFO
4689
Heritage Family Offices
Arizona
$596K
HC
4690
Hurley Capital
New York
$596K -$49K -389 -9%
SFS
4691
Searcy Financial Services
Kansas
$596K
IWM
4692
IMG Wealth Management
Florida
$595K +$212K +1,682 +81%
CC
4693
Capital Counsel
New York
$595K -$30.2K -240 -6%
CI
4694
Ceera Investments
Texas
$594K -$18.9K -150 -4%
VBFG
4695
Vishria Bird Financial Group
Tennessee
$592K -$126 -1 -0%
CSC
4696
Caldwell Sutter Capital
California
$591K +$12.1K +96 +3%
WWP
4697
Waypoint Wealth Partners
California
$591K
SPI
4698
Santori & Peters Inc
Pennsylvania
$589K +$1.26K +10 +0.3%
WCWM
4699
Willow Creek Wealth Management
California
$588K +$16.6K +132 +4%
CIEP
4700
Constellation Investimentos e Participacoes
Brazil
$588K -$7.55K -60 -2%