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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
3026
Highline Wealth Partners
California
$61.7K +$8.91K +70 +18%
NECFA
3027
New England Capital Financial Advisors
Connecticut
$61.2K – – –
SWA
3028
SOA Wealth Advisors
New York
$60.8K +$7.25K +57 +14%
RDFA
3029
Ritter Daniher Financial Advisory
Ohio
$60.4K – – –
HC
3030
Hoese & Co
Minnesota
$59.7K – – –
IWP
3031
IAG Wealth Partners
Wisconsin
$59.1K – – –
HC
3032
Hurley Capital
New York
$57.6K -$13.2K -104 -19%
PWMG
3033
Private Wealth Management Group
New Jersey
$57.3K -$1.27K -10 -2%
PSFG
3034
Park Square Financial Group
Georgia
$57K -$39.1K -307 -42%
DCM
3035
Davis Capital Management
Florida
$56.9K – – –
RFG
3036
REAP Financial Group
Texas
$56.4K +$19.7K +155 +57%
GFL
3037
Granite FO LLC
New Hampshire
$56.4K – – –
MSWM
3038
Mowery & Schoenfeld Wealth Management
Illinois
$56.2K +$18.1K +142 +50%
RCA
3039
Runnymede Capital Advisors
Ohio
$55.3K – – –
SFCL
3040
Strengthening Families & Communities LLC
Massachusetts
$53.6K +$30.4K +239 +86%
BOTPPF
3041
Board of the Pension Protection Fund
United Kingdom
$53.1K +$50.9K +400 New
MWM
3042
MorganRosel Wealth Management
Colorado
$53.1K +$50.9K +400 New
FRA
3043
Front Row Advisors
California
$51.7K – – –
DWM
3044
Dogwood Wealth Management
Kansas
$51.7K +$8.02K +63 +19%
VWA
3045
Valued Wealth Advisors
Utah
$51.5K +$9.67K +76 +24%
FDW
3046
Fourth Dimension Wealth
Ohio
$50.8K – – –
IUHSA
3047
Itau Unibanco Holding S.A.
Brazil
$50K -$636 -5 -1%
NWM
3048
Nova Wealth Management
Florida
$49.7K +$47.7K +375 New
PCFFS
3049
Pacific Center for Financial Services
California
$49.1K – – –
CW
3050
Curio Wealth
Maryland
$48.9K -$54.7K -430 -100%