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ATI
ATI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$23.3K +$14.2K +84 +247%
TFM
702
TFC Financial Management
Massachusetts
$23.3K – – –
AAM
703
Alphadyne Asset Management
New York
$23.1K -$688K -4,059 -97%
FFO
704
Fortitude Family Office
Arizona
$21.1K – – –
BFS
705
Bare Financial Services
Pennsylvania
$20.7K +$4.24K +25 +31%
MI
706
Markowski Investments
Florida
$19.7K +$17K +100 New
CA
707
Continuum Advisory
Idaho
$16.8K +$14.4K +85 New
APW
708
Allied Private Wealth
Florida
$16K +$14.6K +86 New
RWM
709
Raffa Wealth Management
District of Columbia
$14.6K +$1.36K +8 +12%
RF
710
Rossby Financial
Florida
$14K +$678 +4 +6%
MFT
711
Moisand Fitzgerald Tamayo
Florida
$13.8K – – –
APFP
712
Action Point Financial Planning
Michigan
$13.6K +$12K +71 New
QC
713
Quent Capital
New York
$13.6K -$339 -2 -3%
PWMG
714
Private Wealth Management Group
New Jersey
$13K – – –
UFPG
715
United Financial Planning Group
New York
$13K – – –
ATC
716
Adirondack Trust Company
New York
$13K – – –
TFA
717
Transamerica Financial Advisors
Florida
$11.2K +$4.41K +26 +84%
C
718
Covestor
United Kingdom
$11K -$4.24K -25 -32%
LI
719
LRI Investments
Florida
$10.4K +$1.86K +11 +26%
SL
720
Salomon & Ludwin
Virginia
$10.2K – – –
CSC
721
Caldwell Sutter Capital
California
$9.86K – – –
FC
722
Financial Consulate
Maryland
$9.86K – – –
LWM
723
Lodestone Wealth Management
Washington
$9.66K – – –
S
724
Sachetta
Massachusetts
$8.67K +$1.7K +10 +29%
DWM
725
Dogwood Wealth Management
Kansas
$7.69K +$6.61K +39 New
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