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Name Holding Trade Value Shares
Change
Change in
Stake
OFP
5126
OLIO Financial Planning
Virginia
$713K -$80.4K -432 -10%
MFG
5127
Marmo Financial Group
Tennessee
$711K +$371K +1,994 +110%
CF
5128
Crosspoint Financial
California
$710K +$13K +70 +2%
WAM
5129
Wernau Asset Management
Massachusetts
$708K +$5.21K +28 +0.7%
IAMOG
5130
Investors Asset Management of Georgia
Georgia
$707K -$148K -795 -17%
PFM
5131
Potomac Fund Management
Florida
$706K +$167K +899 +31%
ICM
5132
Islay Capital Management
Texas
$702K -$101K -545 -13%
PFS
5133
Professional Financial Solutions
Virginia
$702K +$701K +3,765 New
PRS
5134
Pinkerton Retirement Specialists
Idaho
$702K -$3.31M -17,762 -83%
RIA
5135
Richwood Investment Advisors
Ohio
$702K -$13K -70 -2%
SPI
5136
Santori & Peters Inc
Pennsylvania
$701K -$37.6K -202 -5%
CCM
5137
Causeway Capital Management
California
$701K -$8.75K -47 -1%
VF
5138
Vawter Financial
Ohio
$700K -$52.1K -280 -7%
MBFW
5139
Morton Brown Family Wealth
Pennsylvania
$700K +$9.49K +51 +1%
TVM
5140
True Vision MN
Minnesota
$698K +$21.2K +114 +3%
HWM
5141
Howard Wealth Management
Connecticut
$696K -$14K -75 -2%
ACM
5142
Appalachian Capital Management
Ohio
$695K +$693K +3,724 New
DFG
5143
Dynamic Financial Group
Iowa
$695K +$2.23K +12 +0.3%
KPWM
5144
KDK Private Wealth Management
Texas
$694K +$693K +3,722 New
SC
5145
Stephenson & Company
California
$694K +$447K +2,400 +182%
PPW
5146
Presilium Private Wealth
Pennsylvania
$693K -$36.3K -195 -5%
PCM
5147
Peirce Capital Management
Texas
$691K +$690K +3,707 New
TF
5148
Tenon Financial
New Jersey
$691K +$442K +2,375 +179%
VFIC
5149
Valley Forge Investment Consultants
Pennsylvania
$690K -$935K -5,021 -58%
IVP
5150
Intrinsic Value Partners
Arizona
$688K -$75.4K -405 -10%