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Name Holding Trade Value Shares
Change
Change in
Stake
AIMA
2051
Ables Iannone Moore & Associates
Georgia
$1.69M -$16.8K -38 -1%
MPPLM
2052
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.69M +$942K +2,125 +131%
WCFA
2053
Walkner Condon Financial Advisors
Wisconsin
$1.69M -$118K -266 -7%
CGF
2054
Constant Guidance Financial
Massachusetts
$1.69M +$1.66M +3,748 New
LCG
2055
Lakeshore Capital Group
Illinois
$1.68M +$20.4K +46 +1%
MFG
2056
MidWestOne Financial Group
Iowa
$1.68M -$11.5K -26 -0.7%
CCM
2057
Cloud Capital Management
Washington
$1.67M +$730K +1,647 +79%
CF
2058
Claris Financial
Virginia
$1.67M +$89.1K +201 +6%
OAS
2059
Optivise Advisory Services
Tennessee
$1.67M +$246K +555 +18%
LBC
2060
Leigh Baldwin & Co
New York
$1.67M -$1.11M -2,497 -40%
CWA
2061
Crusonia Wealth Advisors
Colorado
$1.67M +$1.64M +3,709 New
CG
2062
Clarus Group
Texas
$1.67M
Betterment LLC
2063
Betterment LLC
New York
$1.67M +$1.18M +2,663 +256%
LSPW
2064
Lake Street Private Wealth
Illinois
$1.67M +$309K +696 +23%
IWN
2065
Independent Wealth Network
Iowa
$1.66M +$17.3K +39 +1%
PWM
2066
Parkway Wealth Management
Texas
$1.66M +$1.64M +3,695 New
GDP
2067
Great Diamond Partners
Maine
$1.66M -$145K -328 -8%
BRG
2068
Bay Rivers Group
Virginia
$1.65M +$1.33K +3 +0.1%
NEWAS
2069
N.E.W. Advisory Services
Wisconsin
$1.65M +$35K +79 +2%
HFP
2070
Holistic Financial Partners
Indiana
$1.65M -$222K -500 -12%
CWA
2071
Consilio Wealth Advisors
Washington
$1.65M +$54.1K +122 +3%
KFI
2072
Key Financial Inc
Pennsylvania
$1.65M -$28.4K -64 -2%
MWM
2073
McNaughton Wealth Management
California
$1.65M +$76.7K +173 +5%
TCM
2074
Triumph Capital Management
Colorado
$1.65M +$98.4K +222 +6%
ICM
2075
Intrepid Capital Management
Florida
$1.64M +$24.4K +55 +2%