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Name Holding Trade Value Shares
Change
Change in
Stake
WMP
2476
Wealth Management Partners
Arizona
$578K +$1.09K +22 +0.2%
BRA
2477
Bender Robert & Associates
California
$577K
DI
2478
DAGCO Inc
Ohio
$574K
LWMG
2479
Levy Wealth Management Group
Pennsylvania
$572K +$4.06K +82 +0.9%
KLI
2480
Kelman-Lazarov Inc
Tennessee
$571K +$75.7K +1,528 +19%
BCP
2481
Blue Chip Partners
Michigan
$570K +$2.67K +54 +0.6%
ECAM
2482
East Coast Asset Management
Massachusetts
$567K +$149 +3 +0%
MWPCG
2483
Measured Wealth Private Client Group
New Hampshire
$566K
AWA
2484
Acorn Wealth Advisors
Michigan
$565K +$2.87K +58 +0.6%
MFP
2485
Meridian Financial Partners
Virginia
$564K -$11.1K -225 -2%
FFA
2486
Freedman Financial Associates
Massachusetts
$564K -$2.63K -53 -0.6%
MTIC
2487
Missouri Trust & Investment Company
Missouri
$560K +$470K +9,483 New
Fiera Capital (Canada)
2488
Fiera Capital (Canada)
Quebec, Canada
$559K
MLFP
2489
MPS Loria Financial Planners
Illinois
$559K +$12.4K +250 +3%
AHB
2490
Abner Herrman & Brock
New Jersey
$559K +$45.8K +924 +11%
SPC
2491
Stewart & Patten Company
California
$557K
AP
2492
Arlington Partners
Alabama
$554K +$58K +1,170 +14%
FH
2493
FWG Holdings
Florida
$554K +$534K +10,771 New
VAFP
2494
Vahanian & Associates Financial Planning
New York
$553K +$464K +9,365 New
HR
2495
Hardy Reed
Mississippi
$552K
SAM
2496
S.A. Mason
Michigan
$550K +$644 +13 +0.1%
WPA
2497
West Paces Advisors
Georgia
$550K +$18K +363 +4%
MCM
2498
McDonough Capital Management
Florida
$549K +$460K +9,290 New
PCMC
2499
Private Capital Management (Colorado)
Colorado
$548K -$22.5K -454 -5%
WW
2500
Westshore Wealth
California
$548K +$38.4K +776 +9%