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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1901
IF Advisors
Texas
$2.01M +$1.98M +4,462 New
WMA
1902
William Mack & Associates
Michigan
$2.01M -$74.9K -169 -4%
G
1903
Gainplan
Michigan
$2.01M -$211K -476 -10%
FF
1904
Friday Financial
Iowa
$2M +$283K +638 +17%
GWWM
1905
Great Waters Wealth Management
Minnesota
$2M +$268K +604 +16%
4WM
1906
4J Wealth Management
Virginia
$1.99M -$13.7K -31 -0.7%
EFA
1907
Edge Financial Advisors
Illinois
$1.99M +$58.1K +131 +6%
AA
1908
Armis Advisers
Georgia
$1.99M -$1.2M -2,710 -33%
FAN
1909
Financial Advisors Network
California
$1.99M -$932K -2,102 -32%
CA
1910
Crumly & Associates
Illinois
$1.99M -$175K -395 -8%
JLBC
1911
J.L. Bainbridge & Co
Florida
$1.98M +$16.8K +38 +0.9%
CWS
1912
Confluence Wealth Services
Pennsylvania
$1.98M -$316K -712 -14%
RIS
1913
Richmond Investment Services
Wisconsin
$1.98M +$129K +292 +7%
BMWS
1914
Brady Martz Wealth Solutions
North Dakota
$1.98M +$71.8K +162 +4%
PIMG
1915
Patriot Investment Management Group
Tennessee
$1.98M -$16K -36 -0.8%
WP
1916
Westmount Partners
California
$1.97M +$133K +299 +7%
WP
1917
WealthShield Partners
North Carolina
$1.97M -$1.33K -3 -0.1%
SAM
1918
SP Asset Management
California
$1.97M -$40.8K -92 -2%
MAG
1919
M3 Advisory Group
Massachusetts
$1.97M +$92.6K +209 +5%
WCP
1920
Wick Capital Partners
Pennsylvania
$1.96M +$145K +328 +8%
CPA
1921
Capital Planning Advisors
California
$1.96M +$8.87K +20 +0.5%
BWM
1922
BlackDiamond Wealth Management
New York
$1.95M +$399K +899 +24%
FFC
1923
Frederick Financial Consultants
Maryland
$1.95M +$50.5K +114 +3%
MWP
1924
Madison Wealth Partners
Wisconsin
$1.94M +$86.9K +196 +5%
FFA
1925
Founders Financial Alliance
North Carolina
$1.94M +$40.3K +91 +2%