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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
2101
Kingdom Financial Group
Arizona
$7.54K -$831 -3 -9%
BGA
2102
Battery Global Advisors
Massachusetts
$7.29K
CYG
2103
Clean Yield Group
Vermont
$7.29K
CIAS
2104
CBIZ Investment Advisory Services
Ohio
$7.05K -$163K -588 -95%
UFPG
2105
United Financial Planning Group
New York
$7.05K +$5.26K +19 +190%
HC
2106
Hara Capital
Washington
$6.81K
VERPA
2107
Virginia Estate & Retirement Planning Advisors
Virginia
$6.81K +$7.76K +28 New
SAM
2108
Sherman Asset Management
California
$6.56K -$554K -2,000 -99%
LWM
2109
Lodestone Wealth Management
Washington
$6.56K
PWA
2110
Principia Wealth Advisory
Texas
$6.32K -$1.11K -4 -13%
GCM
2111
Gables Capital Management
Florida
$6.08K -$274K -990 -98%
VWA
2112
Valued Wealth Advisors
Utah
$6.08K -$831 -3 -11%
CWM
2113
Cranbrook Wealth Management
Michigan
$6.08K
CNBT
2114
Cornerstone National Bank & Trust
Illinois
$6.03K
IUHSA
2115
Itau Unibanco Holding S.A.
Brazil
$5.83K -$277 -1 -4%
CMA
2116
Cedar Mountain Advisors
Oregon
$5.83K +$5.82K +21 +700%
MPW
2117
MASECO Private Wealth
$5.83K -$2.77K -10 -29%
LWMI
2118
Legacy Wealth Management (Idaho)
Idaho
$5.59K -$11.6K -42 -65%
BC
2119
Barrett & Company
Rhode Island
$5.59K
TSMHT
2120
Thurston Springer Miller Herd & Titak
Indiana
$5.59K -$11.1K -40 -63%
NEWAS
2121
N.E.W. Advisory Services
Wisconsin
$5.35K
MFP
2122
Meramec Financial Planners
Missouri
$5.22K
LA
2123
LM Advisors
California
$5.13K -$187K -676 -35%
FFC
2124
First Financial Corp
Indiana
$5.11K
HHCP
2125
Hilton Head Capital Partners
South Carolina
$4.86K