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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1726
Center for Financial Planning
Michigan
$351K +$4.3K +216 +1%
BFG
1727
Beacon Financial Group
Texas
$350K +$5.79K +291 +2%
BMM
1728
Berkshire Money Management
Massachusetts
$350K +$61.1K +3,071 +24%
OWA
1729
One Wealth Advisors
California
$349K +$316K +15,864 New
HPM
1730
Hoxton Planning & Management
West Virginia
$349K -$2.79K -140 -0.9%
FFBTD
1731
First Financial Bank - Trust Division
Ohio
$348K +$3.36K +169 +1%
EIG
1732
Ellenbecker Investment Group
Wisconsin
$347K +$537 +27 +0.2%
HCP
1733
Hardin Capital Partners
South Carolina
$345K -$2.19K -110 -0.7%
KWA
1734
Kellett Wealth Advisors
Ohio
$345K -$21.8K -1,095 -7%
AWA
1735
Arbor Wealth Advisors
Michigan
$344K -$11.1K -558 -3%
WKWM
1736
Walter & Keenan Wealth Management
Indiana
$343K +$1.39K +70 +0.5%
JCM
1737
Jag Capital Management
Missouri
$343K +$24.8K +1,246 +9%
TWM
1738
TCFG Wealth Management
California
$343K +$310K +15,589 New
EAM
1739
Evanson Asset Management
California
$343K -$6.31K -317 -2%
SFG
1740
Shum Financial Group
California
$342K +$308K +15,492 New
SIA
1741
Soltis Investment Advisors
Utah
$341K +$58.5K +2,941 +23%
RWP
1742
Revolve Wealth Partners
New Jersey
$340K +$80.6K +4,052 +35%
MWC
1743
MBM Wealth Consultants
Missouri
$340K -$398 -20 -0.1%
CIA
1744
Cohen Investment Advisors
New Hampshire
$338K -$12.8K -645 -4%
PIMG
1745
Patriot Investment Management Group
Tennessee
$338K +$259 +13 +0.1%
MCF Advisors
1746
MCF Advisors
Kentucky
$338K +$736 +37 +0.2%
CIA
1747
Compass Ion Advisors
Pennsylvania
$337K -$41.3K -2,078 -12%
GIA
1748
GHP Investment Advisors
Colorado
$337K +$38.6K +1,940 +15%
CWP
1749
Concord Wealth Partners
Virginia
$336K -$3.42K -172 -1%
Capital International Sarl
1750
Capital International Sarl
California
$336K +$79.8K +4,012 +36%