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Name Holding Trade Value Shares
Change
Change in
Stake
Planned Solutions
3551
Planned Solutions
California
$544K +$18K +56 +4%
Wilkerson Advisory Group
3552
Wilkerson Advisory Group
Missouri
$544K +$11.2K +35 +2%
BF
3553
Baring Financial
Washington
$542K +$19.9K +62 +4%
Sippican Capital Advisors
3554
Sippican Capital Advisors
Massachusetts
$542K – – –
MWS
3555
MFA Wealth Services
California
$542K -$18.3K -57 -3%
AW
3556
Avion Wealth
Texas
$541K -$6.74K -21 -1%
Lakeridge Wealth Management
3557
Lakeridge Wealth Management
Ohio
$540K -$7.06K -22 -1%
Studio Investment Management
3558
Studio Investment Management
Illinois
$539K -$1.6K -5 -0.3%
Daybright Advisory Services
3559
Daybright Advisory Services
Florida
$539K +$963 +3 +0.2%
Unify Financial Advisors
3560
Unify Financial Advisors
Florida
$538K +$37.6K +117 +8%
TrustBank
3561
TrustBank
Illinois
$537K -$3.21K -10 -0.6%
Prosperity Capital Advisors
3562
Prosperity Capital Advisors
Ohio
$535K +$101K +314 +25%
Darden Wealth Group
3563
Darden Wealth Group
Michigan
$535K -$31.8K -99 -6%
Blackhawk Capital Partners
3564
Blackhawk Capital Partners
Wisconsin
$533K +$26.3K +82 +6%
Potomac Fund Management
3565
Potomac Fund Management
Florida
$532K -$60.4K -188 -11%
AdvisorShares Investments
3566
AdvisorShares Investments
Maryland
$532K – – –
Fosun International
3567
Fosun International
China
$532K – – –
Arsenal Capital Advisors
3568
Arsenal Capital Advisors
Pennsylvania
$532K +$39.5K +123 +9%
Investment Management Corporation
3569
Investment Management Corporation
Virginia
$531K -$10.3K -32 -2%
Cambridge Financial Group (Arizona)
3570
Cambridge Financial Group (Arizona)
Arizona
$531K -$11.6K -36 -2%
Austin Asset Management
3571
Austin Asset Management
Texas
$530K +$52.7K +164 +12%
Abacus Wealth Partners
3572
Abacus Wealth Partners
California
$528K -$649K -2,020 -57%
Cogent Strategic Wealth
3573
Cogent Strategic Wealth
Illinois
$526K +$5.46K +17 +1%
denkapparat Operations
3574
denkapparat Operations
Germany
$526K – – –
CA
3575
Clune & Associates
Illinois
$525K -$43.3K -135 -8%