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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1376
Whitney & Co
New York
$3.85M -$16.3K -41 -0.4%
PL
1377
Plancorp LLC
Missouri
$3.85M +$725K +1,823 +23%
MWP
1378
Momentum Wealth Planning
Florida
$3.85M -$480K -1,208 -12%
SWM
1379
SHP Wealth Management
Massachusetts
$3.85M +$285K +717 +9%
DQRIM
1380
Dale Q Rice Investment Management
Washington
$3.84M +$193K +486 +6%
AC
1381
Apella Capital
Connecticut
$3.83M +$83.9K +211 +2%
BCMLT
1382
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.82M -$203K -510 -5%
RWM
1383
RKL Wealth Management
Pennsylvania
$3.82M +$28.6K +72 +0.8%
CAMV
1384
Concord Asset Management (Virginia)
Virginia
$3.8M +$142K +357 +4%
CA
1385
COFG Advisors
Illinois
$3.79M +$381K +958 +12%
SSWM
1386
Smith Salley Wealth Management
North Carolina
$3.79M +$177K +446 +5%
EF
1387
Evanson Financial
Virginia
$3.78M +$3.58M +8,989 New
WFI
1388
West Family Investments
California
$3.78M +$737K +1,854 +26%
Polen Capital Management
1389
Polen Capital Management
Florida
$3.77M +$639K +1,606 +22%
NWMG
1390
National Wealth Management Group
Ohio
$3.77M +$157K +396 +5%
WAM
1391
Weatherly Asset Management
California
$3.76M -$18.7K -47 -0.5%
MMG
1392
Monetary Management Group
Missouri
$3.76M -$31.8K -80 -0.9%
JCM
1393
Jacobi Capital Management
Pennsylvania
$3.75M -$158K -398 -4%
DIM
1394
DLK Investment Management
California
$3.75M +$1.08M +2,718 +17%
PWS
1395
Proactive Wealth Strategies
Georgia
$3.73M +$1.59K +4 +0%
FP
1396
Financial Perspectives
Minnesota
$3.73M +$99.4K +250 +3%
CB
1397
CNB Bank
Pennsylvania
$3.73M -$200K -502 -5%
FWM
1398
Foguth Wealth Management
Michigan
$3.73M +$328K +825 +9%
CGA
1399
Crescent Grove Advisors
Illinois
$3.72M -$11.1K -28 -0.3%
OC
1400
OceanIQ Capital
California
$3.7M +$4.42M +11,124 New