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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1576
Sumitomo Mitsui Financial Group
Japan
$72.7K +$67.7K +600 New
CFFP
1577
Center for Financial Planning
Michigan
$70.6K – – –
SWA
1578
SOA Wealth Advisors
New York
$70.4K -$7.22K -64 -10%
WA
1579
Whipplewood Advisors
Colorado
$70.3K +$9.02K +80 +16%
GKIM
1580
GW&K Investment Management
Massachusetts
$69K +$2.82K +25 +5%
CCWM
1581
Cassaday & Co Wealth Management
Virginia
$68.5K +$63.7K +565 New
DIP
1582
DT Investment Partners
Pennsylvania
$67K – – –
VR
1583
Vision Retirement
New Jersey
$67K – – –
TSMHT
1584
Thurston Springer Miller Herd & Titak
Indiana
$66.5K -$93.9K -833 -60%
QL
1585
Quarry LP
New York
$66.4K – – –
VWM
1586
Vermillion Wealth Management
Minnesota
$65.5K +$3.61K +32 +6%
TWD
1587
True Wealth Design
Ohio
$65.2K +$20.6K +183 +52%
WAG
1588
Wilkerson Advisory Group
Missouri
$63.2K +$10.9K +97 +23%
GCM
1589
Gunpowder Capital Management
Maryland
$62.8K – – –
AP
1590
Atwood & Palmer
Missouri
$62.7K -$3.5K -31 -6%
PCFFS
1591
Pacific Center for Financial Services
California
$61.7K – – –
PWA
1592
Physician Wealth Advisors
Utah
$60.6K -$3.95K -35 -7%
LFA
1593
LGT Financial Advisors
Texas
$60.6K – – –
MO
1594
McMillan Office
Michigan
$60.6K – – –
BIAS
1595
Beacon Investment Advisory Services
New Jersey
$59.6K +$55.5K +492 New
SGK
1596
Steigerwald Gordon & Koch
Virginia
$59.6K -$5.86K -52 -10%
DSC
1597
Daytona Street Capital
Missouri
$59.2K – – –
MA
1598
MCF Advisors
Kentucky
$57.7K -$82.9K -735 -61%
KFG
1599
Kingdom Financial Group
Arizona
$57.2K -$6.09K -54 -10%
LAS
1600
Lloyd Advisory Services
Georgia
$57.2K +$53.2K +472 New