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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2501
Vermillion Wealth Management
Minnesota
$3.5K – – –
UFPG
2502
United Financial Planning Group
New York
$3.5K +$3.4K +10 New
AF
2503
Aviso Financial
Ontario, Canada
$3.5K -$200K -588 -98%
IW
2504
Imprint Wealth
South Carolina
$3.15K -$3.06K -9 -50%
LAM
2505
Lummis Asset Management
Texas
$3.15K – – –
IIM
2506
IFC & Insurance Marketing
California
$3K +$2.72K +8 New
BHWM
2507
Beaird Harris Wealth Management
Texas
$2.8K -$5.78K -17 -68%
MW
2508
Merited Wealth
Florida
$2.8K +$2.72K +8 New
PCFFS
2509
Pacific Center for Financial Services
California
$2.47K – – –
WA
2510
WestEnd Advisors
North Carolina
$2.45K -$340 -1 -13%
DFA
2511
DHJJ Financial Advisors
Illinois
$2.45K – – –
GFL
2512
Granite FO LLC
New Hampshire
$2.45K – – –
MAS
2513
MPWM Advisory Solutions
Georgia
$2.45K – – –
MGI
2514
Miller Global Investments
Texas
$2.45K +$2.38K +7 New
DF
2515
DecisionPoint Financial
Arizona
$2.1K – – –
TLCM
2516
Twin Lakes Capital Management
California
$2.1K – – –
TBFA
2517
Three Bearings Fiduciary Advisors
New Hampshire
$2.05K +$2.38K +7 New
CWA
2518
Carolina Wealth Advisors
South Carolina
$1.75K +$1.7K +5 New
PWM
2519
Proathlete Wealth Management
Florida
$1.75K +$1.7K +5 New
GWM
2520
Greenline Wealth Management
Florida
$1.49K +$1.36K +4 New
PS
2521
Pinney & Scofield
Massachusetts
$1.4K -$1.02K -3 -43%
LIA
2522
Luken Investment Analytics
Tennessee
$1.4K +$1.36K +4 New
MS
2523
Monetary Solutions
Ohio
$1.4K +$1.36K +4 New
P
2524
Palladiem
Pennsylvania
$1.4K +$1.36K +4 New
IPS
2525
Investors Portfolio Services
Washington
$1.27K +$1.36K +4 New