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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1626
Level Four Advisory Services
Texas
$556K +$39.8K +112 +8%
WCA
1627
Waypoint Capital Advisors
Minnesota
$556K
KFC
1628
Klingenstein Fields & Co
New York
$554K -$62.9K -177 -11%
CWM
1629
Catalyst Wealth Management
Georgia
$548K +$4.26K +12 +0.9%
PIA
1630
Pinion Investment Advisors
Kansas
$546K -$88.9K -250 -15%
TP
1631
Tranquility Partners
Tennessee
$545K -$57.9K -163 -10%
FOFP
1632
Fee-Only Financial Planning
South Carolina
$544K
BFG
1633
Berger Financial Group
Minnesota
$542K +$17.4K +49 +4%
PB
1634
Pinnacle Bancorp
Nebraska
$542K -$50.5K -142 -9%
CC
1635
Centiva Capital
New York
$541K -$2.43M -6,827 -83%
SOAMC
1636
Spirit of America Management Corp
New York
$540K -$71.1K -200 -13%
RPWA
1637
Regent Peak Wealth Advisors
Georgia
$540K -$16.3K -46 -3%
OF
1638
Outfitter Financial
Maine
$538K -$17.8K -50 -3%
MA
1639
MJP Associates
Connecticut
$537K -$30.2K -85 -6%
BOPW
1640
Brandywine Oak Private Wealth
Pennsylvania
$537K
TCM
1641
Tributary Capital Management
Nebraska
$536K -$16K -45 -3%
BFA
1642
Beaumont Financial Advisors
Massachusetts
$534K -$7.82K -22 -2%
BFO
1643
Biltmore Family Office
North Carolina
$533K
FFWA
1644
FRG Family Wealth Advisors
Washington
$531K -$76.4K -215 -13%
SHFA
1645
SS&H Financial Advisors
Michigan
$530K
GTAM
1646
Global Trust Asset Management
Florida
$530K +$9.24K +26 +2%
RWP
1647
Ridgecrest Wealth Partners
California
$530K
ACM
1648
AlphaStar Capital Management
North Carolina
$529K +$12.4K +35 +3%
SWM
1649
Salvus Wealth Management
New Jersey
$528K +$48.7K +137 +11%
WPP
1650
Whalerock Point Partners
Rhode Island
$528K +$171K +482 +54%