Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1101
Tucker Asset Management
Colorado
$5.88K – – –
VWA
1102
Valued Wealth Advisors
Utah
$5.88K – – –
WWP
1103
WR Wealth Planners
Missouri
$5.88K – – –
DF
1104
Dunhill Financial
United Kingdom
$5.69K – – –
SA
1105
SRH Advisors
Kansas
$5.54K – – –
BGA
1106
Battery Global Advisors
Massachusetts
$5.2K +$4.91K +15 New
CFD
1107
Creative Financial Designs
Indiana
$5.19K – – –
PP
1108
PFS Partners
New Jersey
$5.19K – – –
PIS
1109
POM Investment Strategies
North Carolina
$5.19K – – –
AEPWM
1110
Atlantic Edge Private Wealth Management
Florida
$4.5K – – –
DPW
1111
DiNuzzo Private Wealth
Pennsylvania
$4.15K +$654 +2 +20%
AW
1112
Avion Wealth
Texas
$4K +$1.64K +5 +63%
BHWM
1113
Beaird Harris Wealth Management
Texas
$3.81K – – –
CT
1114
Colonial Trust
South Carolina
$3.7K +$654 +2 +22%
HWM
1115
HighMark Wealth Management
Minnesota
$3.49K – – –
MA
1116
MCF Advisors
Kentucky
$3.46K – – –
NMG
1117
New Millennium Group
Utah
$3.11K – – –
SC
1118
SouthState Corp
Florida
$3.11K – – –
SIC
1119
SJS Investment Consulting
Ohio
$3.11K +$654 +2 +29%
TFM
1120
TFC Financial Management
Massachusetts
$2.77K – – –
FNWA
1121
Financial Network Wealth Advisors
Utah
$2.77K -$25.5K -78 -91%
CTB
1122
Country Trust Bank
Illinois
$2.77K – – –
HWP
1123
Highline Wealth Partners
California
$2.77K +$654 +2 +33%
KWAG
1124
Kiely Wealth Advisory Group
North Carolina
$2.71K – – –
CAC
1125
Core Alternative Capital
Georgia
$2.42K – – –