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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1776
Fourth Dimension Wealth
Ohio
$8.09K
CFS
1777
CGC Financial Services
Oregon
$8.05K
MAM
1778
Morse Asset Management
Connecticut
$8.05K +$7.26K +37 New
WFA
1779
West Financial Advisors
Iowa
$7.83K
WCM
1780
WealthTrak Capital Management
Virginia
$7.83K +$5.1K +26 +260%
WPA
1781
Wealth Preservation Advisors
Tennessee
$7.83K +$7.06K +36 New
AEPWM
1782
Atlantic Edge Private Wealth Management
Florida
$7.62K
NWMP
1783
Noble Wealth Management PBC
Colorado
$6.96K
NECFA
1784
New England Capital Financial Advisors
Connecticut
$6.68K
FFO
1785
Fortitude Family Office
Arizona
$6.31K -$1.37K -7 -19%
KFP
1786
Keener Financial Planning
Texas
$6K
FIA
1787
FNY Investment Advisers
New York
$6K +$6.28K +32 New
HIA
1788
HFM Investment Advisors
New Jersey
$5.88K +$5.3K +27 New
CWM
1789
Copia Wealth Management
Oregon
$5.44K
CIR
1790
Clear Investment Research
Georgia
$5.4K -$1.18K -6 -20%
1IA
1791
1620 Investment Advisors
Massachusetts
$5.37K
DPW
1792
DiNuzzo Private Wealth
Pennsylvania
$5.22K
RFA
1793
Reyes Financial Architecture
California
$5.22K
TFM
1794
TFC Financial Management
Massachusetts
$5K -$29.6K -151 -87%
CAWM
1795
Capital A Wealth Management
Pennsylvania
$5K
SRCM
1796
Signature Resources Capital Management
California
$5K
TWD
1797
True Wealth Design
Ohio
$4.75K +$1.77K +9 +69%
NL
1798
NVWM LLC
Pennsylvania
$4.74K +$1.37K +7 +47%
PPWM
1799
PFG Private Wealth Management
Florida
$4.57K +$4.12K +21 New
JFG
1800
JDM Financial Group
Texas
$4.35K