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Name Holding Trade Value Shares
Change
Change in
Stake
Plancorp LLC
1401
Plancorp LLC
Missouri
$3.4M -$427K -1,232 -14%
CAC
1402
Certified Advisory Corp
Florida
$3.4M -$126K -363 -5%
ML
1403
McAdam LLC
Pennsylvania
$3.39M +$29.5K +85 +1%
CH
1404
Cromwell Holdings
Wyoming
$3.39M +$233K +673 +10%
TC
1405
Touchstone Capital
Pennsylvania
$3.38M +$2.63M +7,592 New
OL
1406
OneFund LLC
Florida
$3.37M +$90.2K +260 +4%
RW
1407
RVW Wealth
California
$3.37M +$16.6K +48 +0.6%
PPWM
1408
Paragon Private Wealth Management
Kentucky
$3.37M +$485K +1,399 +23%
GA
1409
Guerra Advisors
Florida
$3.36M +$444K +1,280 +20%
FP
1410
Fiduciary Planning
Florida
$3.36M +$296K +853 +13%
VP
1411
Verum Partners
North Carolina
$3.35M +$52.7K +152 +2%
IWS
1412
Integrity Wealth Solutions
Colorado
$3.35M -$225K -650 -8%
PPWM
1413
PFG Private Wealth Management
Florida
$3.35M +$2.61M +7,529 New
VWM
1414
Vigilare Wealth Management
Arizona
$3.34M -$16.3K -47 -0.6%
CPRC
1415
Consolidated Portfolio Review Corp
New York
$3.33M +$49.9K +144 +2%
TFM
1416
TFC Financial Management
Massachusetts
$3.32M -$162K -468 -6%
TA
1417
Tactive Advisors
Florida
$3.32M -$370K -1,068 -13%
WE
1418
Wealth Effects
Massachusetts
$3.32M +$166K +480 +7%
WGC
1419
Watts Gwilliam & Co
Arizona
$3.31M – – –
FCM
1420
Fieldview Capital Management
Michigan
$3.3M +$2.58M +7,427 New
OAM
1421
Occidental Asset Management
California
$3.3M +$274K +791 +12%
Perpetual Ltd
1422
Perpetual Ltd
Australia
$3.29M +$930K +2,682 +57%
RAM
1423
Robocap Asset Management
United Kingdom
$3.28M -$25.3K -73 -1%
BIG
1424
Brookwood Investment Group
Arizona
$3.28M -$2.46M -7,096 -49%
Waldron Private Wealth
1425
Waldron Private Wealth
Pennsylvania
$3.27M +$644K +1,856 +34%