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Name Holding Trade Value Shares
Change
Change in
Stake
OW
3051
Olistico Wealth
Oklahoma
$36.2K – – –
SNBOSCI
3052
Security National Bank of Sioux City Iowa
Iowa
$36.2K +$34.2K +100 New
BFS
3053
Bare Financial Services
Pennsylvania
$34.8K +$12.3K +36 +60%
DWM
3054
Dogwood Wealth Management
Kansas
$33.7K -$8.9K -26 -22%
SRCM
3055
Signature Resources Capital Management
California
$31.5K +$342 +1 +1%
AI
3056
AXS Investments
New York
$29.7K -$2.4K -7 -8%
PWMG
3057
Private Wealth Management Group
New Jersey
$29.7K – – –
HFM
3058
Hartford Financial Management
Connecticut
$29K +$3.08K +9 +13%
VWA
3059
Valued Wealth Advisors
Utah
$28.6K +$1.03K +3 +4%
WAU
3060
Wellington-Altus USA
Manitoba, Canada
$28.5K +$11.6K +34 +72%
W
3061
WealthCollab
Washington
$28.2K -$19.9K -58 -43%
CH
3062
CDKV Holdings
Colorado
$28.2K – – –
WAG
3063
Wilkerson Advisory Group
Missouri
$28.2K +$3.08K +9 +13%
SWAG
3064
Spectrum Wealth Advisory Group
California
$27.4K +$26K +76 New
SFCL
3065
Strengthening Families & Communities LLC
Massachusetts
$27.3K +$2.4K +7 +10%
VR
3066
Vision Retirement
New Jersey
$27.2K – – –
PSB
3067
Piscataqua Savings Bank
New Hampshire
$27.2K -$131K -382 -84%
CMP
3068
Coston McIsaac & Partners
Maine
$27K – – –
RL
3069
Rogco LP
Oklahoma
$26.8K – – –
OA
3070
Operose Advisors
Wisconsin
$26.4K – – –
BHWM
3071
Bay Harbor Wealth Management
Maryland
$26.1K +$4.11K +12 +20%
MCA
3072
McGuire Capital Advisors
Oklahoma
$25K – – –
NWM
3073
Nova Wealth Management
Florida
$24.3K -$1.71K -5 -7%
EF
3074
Entrust Financial
Pennsylvania
$23.5K – – –
ODE
3075
O'Domhnaill Enterprises
Wyoming
$23.2K – – –