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Name Holding Trade Value Shares
Change
Change in
Stake
APC
726
Asset Planning Corporation
Tennessee
$44K +$44.4K +690 New
PMFA
727
Plante Moran Financial Advisors
Michigan
$41K
FC
728
FORA Capital
Florida
$40K -$17.1K -266 -30%
PS
729
Planned Solutions
California
$40K
VCG
730
Vantage Consulting Group
Virginia
$40K +$40K +622 New
PFBT
731
Parkside Financial Bank & Trust
Missouri
$39K +$2.96K +46 +8%
VFA
732
Valeo Financial Advisors
Indiana
$37K -$643 -10 -2%
APWM
733
Atlas Private Wealth Management
New York
$37K
MG
734
MilWealth Group
Wisconsin
$36.7K
JWM
735
Janiczek Wealth Management
Colorado
$36K +$1.8K +28 +5%
IFAM
736
Institutional & Family Asset Management
Colorado
$36K +$2.06K +32 +6%
Jones Financial Companies
737
Jones Financial Companies
Missouri
$36K +$36.3K +564 New
CFB
738
Cullen/Frost Bankers
Texas
$35K -$1.29K -20 -4%
AF
739
Arrow Financial
New York
$33K
LJHT
740
Laurie J. Hall Trustee
$33K
CBT
741
CoreFirst Bank & Trust
Kansas
$32K +$32.2K +500 New
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$28.6K +444 +1,110%
MLFP
743
MPS Loria Financial Planners
Illinois
$30K +$30.7K +478 New
RWA
744
Ropes Wealth Advisors
Massachusetts
$29K -$54.8K -852 -65%
CWA
745
Clearview Wealth Advisors
Oregon
$29K +$29.7K +462 New
EFSCE
746
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$386 -6 -1%
RPWA
747
Regent Peak Wealth Advisors
Georgia
$26K +$26K +404 New
CMA
748
Cedar Mountain Advisors
Oregon
$25K
EWM
749
Endurance Wealth Management
Rhode Island
$25K
EIM
750
Essex Investment Management
Massachusetts
$25K