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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2351
Clarity Wealth Advisors
California
$9.78M +$34.2K +196 +0.4%
TVWM
2352
Tower View Wealth Management
Wisconsin
$9.77M -$31.2K -179 -0.3%
FWP
2353
Falcon Wealth Planning
California
$9.76M +$1.21M +6,965 +15%
PWM
2354
Peterson Wealth Management
Nevada
$9.76M -$3.48M -19,952 -28%
HAS
2355
HBW Advisory Services
California
$9.73M +$4.53K +26 +0%
LFS
2356
Legacy Financial Strategies
Kansas
$9.71M +$451K +2,585 +5%
AWM
2357
Aprio Wealth Management
Georgia
$9.7M +$797K +4,573 +10%
SM
2358
Selkirk Management
New Jersey
$9.7M
AFWM
2359
AMJ Financial Wealth Management
Virginia
$9.69M -$6.8K -39 -0.1%
AT
2360
Arlington Trust
Alabama
$9.69M +$115K +660 +1%
CQWA
2361
Chokshi & Queen Wealth Advisors
California
$9.67M -$2.45M -14,035 -21%
WWM
2362
WJ Wealth Management
Arizona
$9.67M -$8.33M -47,767 -50%
CWM
2363
Centric Wealth Management
Illinois
$9.67M +$227K +1,302 +3%
JPLA
2364
Joseph P. Lucia & Associates
New York
$9.66M -$3.66K -21 -0%
CWMG
2365
Compass Wealth Management (Georgia)
Georgia
$9.64M +$42K +241 +0.5%
SFP
2366
Sandbox Financial Partners
Maryland
$9.64M -$59.6K -342 -0.7%
BCM
2367
Boltwood Capital Management
California
$9.62M +$75K +430 +0.8%
FNBOH
2368
First National Bank of Hutchinson
Kansas
$9.61M +$513K +2,944 +6%
SQA
2369
Simon Quick Advisors
New Jersey
$9.6M +$2.71M +15,531 +43%
KHLMTHM
2370
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.6M -$5.05M -28,943 -36%
HZ
2371
Hixon Zuercher
Ohio
$9.59M +$322K +1,845 +4%
CAC
2372
Certified Advisory Corp
Florida
$9.58M +$313K +1,797 +4%
WG
2373
Warner Group
Connecticut
$9.57M +$8.94M +51,317 New
CFG
2374
Cambridge Financial Group
Ohio
$9.57M +$1.57M +8,990 +21%
HVP
2375
Hudson Value Partners
Florida
$9.56M +$218K +1,250 +3%