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Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
5076
MJT & Associates Financial Advisory
Minnesota
$732K +$21.8K +119 +3%
PL
5077
Parthenon LLC
Kentucky
$732K -$2.28M -12,450 -75%
HC
5078
Hurley Capital
New York
$731K +$38.7K +211 +5%
BIA
5079
Beacon Investment Advisors
Maryland
$729K -$42K -229 -5%
CWM
5080
Chicago Wealth Management
Illinois
$728K
WCM
5081
Wealthcare Capital Management
Virginia
$728K +$1.65K +9 +0.2%
CIM
5082
Caldwell Investment Management
Ontario, Canada
$728K +$807K +4,400 New
SOWAS
5083
Silver Oak Wealth Advisors Services
California
$727K -$46.6K -254 -6%
RDFA
5084
Ritter Daniher Financial Advisory
Ohio
$727K +$22.2K +121 +3%
PPW
5085
Presilium Private Wealth
Pennsylvania
$726K +$82.7K +451 +12%
CPA
5086
Clear Point Advisors
New York
$725K -$19.4K -106 -2%
VPP
5087
Vertex Planning Partners
Illinois
$725K +$36.5K +199 +5%
SIA
5088
Sage Investment Advisers
New York
$723K +$14.5K +79 +2%
SFC
5089
Sprinkle Financial Consultants
Colorado
$722K
EF
5090
Exeter Financial
Arizona
$721K +$269K +1,466 +55%
SC
5091
Steph & Co
Wisconsin
$719K +$16.7K +91 +2%
OE
5092
OFS Enterprise
Nebraska
$719K +$757K +4,124 New
TF
5093
Tandem Financial
Colorado
$717K -$59.3K -323 -7%
MPAM
5094
Murphy Pohlad Asset Management
Minnesota
$717K -$110K -600 -13%
OFG
5095
OmniStar Financial Group
North Carolina
$715K -$218K -1,186 -22%
FGC
5096
First Growth Capital
Maryland
$713K -$26.6K -145 -3%
DWS
5097
Dynamic Wealth Strategies
California
$712K -$98.5K -537 -12%
RWS
5098
Retirement Wealth Solutions
Wisconsin
$710K -$7.71K -42 -1%
PRRFG
5099
Paul R. Ried Financial Group
Washington
$709K +$139K +760 +23%
IP
5100
Integras Partners
Georgia
$709K