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Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
4726
Squire Investment Management Company
Utah
$723K +$14.5K +83 +2%
CWP
4727
Clark Wealth Partners
Illinois
$723K +$87.9K +504 +15%
TLFA
4728
True Link Financial Advisors
California
$720K -$108K -621 -14%
RIA
4729
Richwood Investment Advisors
Ohio
$719K +$36.1K +207 +6%
SVWG
4730
Shared Vision Wealth Group
United States
$719K +$13.9K +80 +2%
SCM
4731
Sterneck Capital Management
Missouri
$719K +$3.14K +18 +0.5%
ODFS
4732
O'Donnell Financial Services
California
$719K +$301K +1,728 +81%
RCWM
4733
Red Crane Wealth Management
California
$717K +$214K +1,227 +47%
CCG
4734
Capital CS Group
California
$716K -$236K -1,353 -26%
FF
4735
Farnam Financial
Arizona
$716K +$8.02K +46 +1%
MIM
4736
Macroview Investment Management
Maryland
$713K +$37.7K +216 +6%
IWM
4737
IMG Wealth Management
Florida
$713K +$9.41K +54 +1%
HSWS
4738
Higgins & Schmidt Wealth Strategies
Colorado
$713K +$48.3K +277 +8%
HWM
4739
Howard Wealth Management
Connecticut
$711K -$509K -2,918 -43%
HWMG
4740
Hurlow Wealth Management Group
Indiana
$710K -$80.5K -462 -11%
Causeway Capital Management
4741
Causeway Capital Management
California
$710K +$30.3K +174 +5%
PP
4742
PFS Partners
New Jersey
$709K -$17.4K -100 -3%
FSG
4743
Financial Strategies Group
Michigan
$709K +$94.3K +541 +19%
UFPG
4744
United Financial Planning Group
New York
$708K +$662K +3,796 New
WAM
4745
Wernau Asset Management
Massachusetts
$703K -$21.1K -121 -3%
KFG
4746
Kelly Financial Group
Connecticut
$703K +$102K +588 +18%
M
4747
MYeCFO
California
$703K +$83.5K +479 +15%
CGF
4748
Constant Guidance Financial
Massachusetts
$702K -$1.54M -8,850 -70%
SFA
4749
Seneca Financial Advisors
New York
$701K -$22.1K -127 -3%
BCM
4750
Banyan Capital Management
Georgia
$700K +$654K +3,754 New