Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Raffa Wealth Management
District of Columbia
$9.89K – – –
CTWM
1002
Cherry Tree Wealth Management
Minnesota
$9.6K – – –
HWA
1003
HHM Wealth Advisors
Tennessee
$9.6K – – –
FFO
1004
Fortitude Family Office
Arizona
$9.31K +$10.2K +32 New
AFG
1005
Albion Financial Group
Utah
$9.02K +$8.32K +26 +520%
OA
1006
Operose Advisors
Wisconsin
$8.73K -$87.1K -272 -90%
GA
1007
GoalVest Advisory
New York
$8.73K -$24.3K -76 -72%
JFA
1008
JNBA Financial Advisors
Minnesota
$7.28K -$5.12K -16 -39%
BAM
1009
Byrne Asset Management
New Jersey
$7.25K -$8K -25 Closed
FWM
1010
Focused Wealth Management
New York
$6.98K +$7.68K +24 New
GEA
1011
Glen Eagle Advisors
New Jersey
$6.69K – – –
VWA
1012
Valued Wealth Advisors
Utah
$6.16K +$6.08K +19 New
APW
1013
Acima Private Wealth
Virginia
$6.11K – – –
LIWM
1014
Long Island Wealth Management
New York
$6K +$6.72K +21 New
DIP
1015
DT Investment Partners
Pennsylvania
$5.98K – – –
CAS
1016
Coppell Advisory Solutions
Texas
$5.82K +$6.4K +20 New
WTA
1017
Washington Trust Advisors
Massachusetts
$5.53K -$7.04K -22 -54%
FG
1018
Fairman Group
Pennsylvania
$5.53K +$6.08K +19 New
LTI
1019
Laffer Tengler Investments
Tennessee
$5.53K +$6.08K +19 New
RCM
1020
Raleigh Capital Management
North Carolina
$5.53K +$6.08K +19 New
FGAM
1021
Financial Gravity Asset Management
Texas
$5.3K +$5.44K +17 New
SA
1022
SRH Advisors
Kansas
$4.66K – – –
PP
1023
PFS Partners
New Jersey
$4.37K – – –
CFD
1024
Creative Financial Designs
Indiana
$4.37K – – –
LFA
1025
LGT Financial Advisors
Texas
$4.37K – – –