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Name Holding Trade Value Shares
Change
Change in
Stake
FSR Wealth Management
5501
FSR Wealth Management
Illinois
$1.09M +$248K +868 +30%
Seed Wealth Management
5502
Seed Wealth Management
Illinois
$1.09M -$72.9K -255 -6%
ProCore Advisors
5503
ProCore Advisors
California
$1.08M +$5.44K +19 +0.5%
Ridgeline Wealth Planning
5504
Ridgeline Wealth Planning
Ohio
$1.08M -$34.3K -120 -3%
TL Private Wealth
5505
TL Private Wealth
Texas
$1.08M – – –
Tull Financial Group
5506
Tull Financial Group
Virginia
$1.08M +$95.8K +335 +10%
FF
5507
Formulate Financial
Florida
$1.08M – – –
NewCorp Financial Services
5508
NewCorp Financial Services
Georgia
$1.08M -$50.3K -176 -5%
Cooksen Wealth
5509
Cooksen Wealth
Texas
$1.07M – – –
Gutierrez Wealth Advisory
5510
Gutierrez Wealth Advisory
Arkansas
$1.07M +$13.7K +48 +1%
Solano Wealth Investment Advisors
5511
Solano Wealth Investment Advisors
California
$1.07M – – –
Whitcomb & Hess
5512
Whitcomb & Hess
Ohio
$1.06M +$572 +2 +0.1%
GFG
5513
Genesis Financial Group
New Jersey
$1.06M -$42.9K -150 -4%
Ionic Capital Management
5514
Ionic Capital Management
New York
$1.06M – – –
NDWM LLC
5515
NDWM LLC
California
$1.06M +$37.5K +131 +4%
Leading Edge Financial Planning
5516
Leading Edge Financial Planning
Tennessee
$1.05M +$100K +349 +11%
Cobblestone Asset Management
5517
Cobblestone Asset Management
Virginia
$1.05M -$1.46M -5,089 -58%
Charis Legacy Partners
5518
Charis Legacy Partners
Texas
$1.05M -$31.5K -110 -3%
Continuum Wealth Advisors
5519
Continuum Wealth Advisors
New York
$1.05M +$137K +480 +15%
Graham Capital Wealth Management
5520
Graham Capital Wealth Management
District of Columbia
$1.05M -$54.9K -192 -5%
Higgins & Schmidt Wealth Strategies
5521
Higgins & Schmidt Wealth Strategies
Colorado
$1.05M +$7.15K +25 +0.7%
Gimbal Financial
5522
Gimbal Financial
Indiana
$1.05M +$1.03M +3,614 New
SBCM
5523
Silverberg Bernstein Capital Management
New York
$1.04M – – –
Jacobs Equity
5524
Jacobs Equity
Utah
$1.04M +$241K +842 +31%
SHFC
5525
Safe Harbor Family Capital
North Carolina
$1.04M -$178K -624 -15%