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Name Holding Trade Value Shares
Change
Change in
Stake
VPW
2926
Vaquero Private Wealth
Texas
$138K +$130K +380 New
BWM
2927
Bernard Wealth Management
Michigan
$137K – – –
CS
2928
CapitalatWork SA
$136K – – –
OAJ
2929
Ogorek Anthony Joseph
New York
$134K -$342 -1 -0.3%
AAG
2930
Armstrong Advisory Group
Massachusetts
$130K – – –
MS
2931
Monetary Solutions
Ohio
$130K – – –
CF
2932
Conquis Financial
California
$128K – – –
APW
2933
Aventura Private Wealth
Florida
$126K +$17.1K +50 +17%
AA
2934
Addison Advisors
Vermont
$125K -$371K -1,084 -76%
SSA
2935
SSA Swiss Advisors
$125K +$118K +346 New
IWP
2936
IAG Wealth Partners
Wisconsin
$124K -$27.7K -81 -19%
AP
2937
Aspect Partners
Virginia
$121K – – –
GTAM
2938
Global Trust Asset Management
Florida
$120K -$85.6K -250 -43%
TFGT
2939
TS Financial Group (TSFG)
Illinois
$119K +$342 +1 +0.3%
PWA
2940
Principia Wealth Advisory
Texas
$119K +$2.4K +7 +2%
VWM
2941
Vermillion Wealth Management
Minnesota
$116K -$10.3K -30 -9%
C
2942
Covestor
United Kingdom
$116K -$2.74K -8 -2%
DFA
2943
DHJJ Financial Advisors
Illinois
$116K – – –
BIA
2944
Bell Investment Advisors
California
$116K +$6.16K +18 +6%
EWP
2945
Elevation Wealth Partners
California
$114K +$13.3K +39 +14%
LAS
2946
Lloyd Advisory Services
Georgia
$114K -$214K -625 -67%
KFP
2947
Kroeger Financial Partners
California
$113K +$106K +311 New
CTWM
2948
Cherry Tree Wealth Management
Minnesota
$112K – – –
FC
2949
Fairscale Capital
New Hampshire
$112K -$222K -649 -68%
AFC
2950
Ares Financial Consulting
California
$112K +$3.08K +9 +3%