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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
4926
Lifelong Wealth Advisors
Minnesota
$1.11M +$822 +4 +0.1%
CCWM
4927
Correct Capital Wealth Management
Missouri
$1.11M -$213K -1,037 -16%
P
4928
Paradiem
Louisiana
$1.11M +$86.6K +421 +8%
TWM
4929
Trevian Wealth Management
Massachusetts
$1.11M +$83.1K +404 +8%
DAL
4930
Delta Accumulation LLC
California
$1.11M +$1.14M +5,547 New
WFP
4931
Welch Financial Planning
Colorado
$1.11M +$222K +1,078 +24%
BAM
4932
Burkett Asset Management
$1.11M +$1.14M +5,540 New
GSAM
4933
Grant Street Asset Management
Pennsylvania
$1.11M -$361K -1,757 -24%
VPP
4934
Vertex Planning Partners
Illinois
$1.11M +$284K +1,380 +33%
MF
4935
Montis Financial
Massachusetts
$1.11M +$350K +1,702 +44%
EA
4936
Eclectic Associates
California
$1.1M -$38.9K -189 -3%
Legacy Financial Group (Iowa)
4937
Legacy Financial Group (Iowa)
Iowa
$1.1M +$11.5K +56 +1%
AFA
4938
Antonelli Financial Advisors
Michigan
$1.1M -$92.7K -451 -8%
DF
4939
Define Financial
California
$1.1M +$302K +1,471 +37%
EAM
4940
Eschler Asset Management
United Kingdom
$1.1M -$62.5K -304 -5%
LC
4941
Lincoln Capital
Nebraska
$1.09M -$8.43K -41 -0.7%
GSF
4942
Grove Street Fiduciary
New Hampshire
$1.09M -$13.6K -66 -1%
GK
4943
Graney & King
New York
$1.09M +$121K +588 +12%
BBWA
4944
Bell & Brown Wealth Advisors
California
$1.09M +$206 +1 +0%
CWM
4945
CarsonAllaria Wealth Management
Illinois
$1.09M -$13.8K -67 -1%
HBFP
4946
Henderson Brothers Financial Partners
Pennsylvania
$1.08M -$1.39M -6,775 -56%
BF
4947
Brogan Financial
Tennessee
$1.08M -$60K -292 -5%
IIM
4948
Invariant Investment Management
Pennsylvania
$1.08M +$1.65K +8 +0.1%
TWM
4949
Thryve Wealth Management
Texas
$1.08M -$138K -672 -11%
PMSA
4950
Patrick M. Sweeney & Associates
Illinois
$1.08M -$42.1K -205 -4%