Name Holding Trade Value Shares
Change
Change in
Stake
BFP
901
Beacon Financial Planning
Massachusetts
$4.52M -$4K -12 -0.1%
IIA
902
IPG Investment Advisors
California
$4.51M -$2.35M -7,053 -29%
SB
903
Strategic Blueprint
Georgia
$4.49M +$498K +1,494 +9%
VA
904
Valmark Advisers
Ohio
$4.49M +$293K +878 +5%
BP
905
Broadleaf Partners
Ohio
$4.48M +$5.75M +17,268 New
WKSWA
906
White Knight Strategic Wealth Advisors
New Jersey
$4.47M -$4.74M -14,232 -45%
DIM
907
DLK Investment Management
California
$4.47M -$426K -1,277 -7%
CI
908
Conning Inc
Connecticut
$4.46M +$56.3K +169 +1%
AS
909
Altshuler Shaham
Israel
$4.45M +$1.87M +5,613 +49%
MCM
910
McDonough Capital Management
Florida
$4.45M -$42.3K -127 -0.7%
HGWM
911
Horst & Graben Wealth Management
Oregon
$4.43M -$74K -222 -1%
EWA
912
Exencial Wealth Advisors
Oklahoma
$4.43M +$398K +1,194 +8%
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$4.42M +$739K +2,216 +15%
BSC
914
Brown Shipley & Co
United Kingdom
$4.41M -$118K -353 -2%
AWM
915
Avior Wealth Management
Nebraska
$4.41M -$969K -2,909 -15%
CAI
916
Capital Advisors Inc
Oklahoma
$4.4M +$425K +1,274 +8%
ST
917
Sageworth Trust
Pennsylvania
$4.39M +$878K +2,635 +18%
RWP
918
Revolve Wealth Partners
New Jersey
$4.32M +$3.78M +11,353 +214%
CA
919
Claro Advisors
Massachusetts
$4.32M +$421K +1,264 +8%
BIP
920
Blueprint Investment Partners
North Carolina
$4.31M -$200K -601 -3%
CC
921
Chicago Capital
Illinois
$4.31M -$660K -1,979 -11%
FAM
922
Formidable Asset Management
Ohio
$4.31M +$470K +1,410 +9%
RIA
923
Realta Investment Advisors
Delaware
$4.29M +$265K +795 +5%
WG
924
Watchman Group
Texas
$4.29M -$88.6K -266 -2%
GIC
925
Generali Investments CEE
Czech Republic
$4.28M -$691K -2,072 -11%