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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
2651
Dynamic Wealth Strategies
California
$28K – – –
JAM
2652
JCIC Asset Management
Ontario, Canada
$25.6K – – –
CPA
2653
Clear Point Advisors
New York
$24.7K +$293 +1 +1%
RFA
2654
Register Financial Advisors
Georgia
$24.2K +$24.9K +85 New
PP
2655
PrairieView Partners
Minnesota
$24K -$293 -1 -1%
PG
2656
Proffitt & Goodson
Tennessee
$22.7K +$23.4K +80 New
OA
2657
Operose Advisors
Wisconsin
$21.9K – – –
GPFA
2658
Game Plan Financial Advisors
Ohio
$21.3K +$21.9K +75 New
RWA
2659
Redmont Wealth Advisors
Illinois
$20.5K +$21.1K +72 New
SRCM
2660
Signature Resources Capital Management
California
$20.4K – – –
WAM
2661
WFA Asset Management
Wisconsin
$19.8K +$293 +1 +1%
SC
2662
Solstein Capital
California
$17.1K – – –
BC
2663
Broadwater Capital
Massachusetts
$16.5K – – –
OSNBOA
2664
Old Second National Bank of Aurora
Illinois
$16.2K +$5.85K +20 +54%
CWAF
2665
Core Wealth Advisors (Florida)
Florida
$15.4K – – –
SIC
2666
SJS Investment Consulting
Ohio
$15.1K +$1.76K +6 +13%
IRC
2667
Investors Research Corp
Georgia
$15.1K – – –
FIM
2668
Fernwood Investment Management
Massachusetts
$15.1K +$15.5K +53 New
ITFISA
2669
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$15K – – –
CMA
2670
Cedar Mountain Advisors
Oregon
$14.8K – – –
RFG
2671
REAP Financial Group
Texas
$14.6K +$1.76K +6 +13%
VWA
2672
Valued Wealth Advisors
Utah
$14.5K +$12.3K +42 +467%
CFS
2673
CGC Financial Services
Oregon
$14.2K – – –
MSFP
2674
Mark Sheptoff Financial Planning
Connecticut
$14.2K – – –
PWM
2675
Partnership Wealth Management
Maryland
$14.2K – – –