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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1726
Level Financial Advisors
New York
$32K – – –
CWM
1727
CarsonAllaria Wealth Management
Illinois
$32K +$19.2K +125 +89%
DTIM
1728
Danda Trouve Investment Management
Kansas
$31K – – –
ACK
1729
Andrew C. Karlinski
$30K – – –
CFG
1730
CKW Financial Group
Hawaii
$30K – – –
JEST
1731
JTC Employer Solutions Trustee
Jersey
$30K – – –
TCCM
1732
Timber Creek Capital Management
Massachusetts
$30K – – –
RA
1733
Rational Advisors
New York
$29K +$2.15K +14 +6%
CH
1734
Canton Hathaway
Rhode Island
$28K – – –
FFA
1735
Fairfield Financial Advisors
Massachusetts
$27.2K – – –
NICM
1736
Neo Ivy Capital Management
New York
$27K +$613 +4 +2%
CP
1737
Castleview Partners
Texas
$27K +$30.2K +197 +704%
IRC
1738
Investors Research Corp
Georgia
$25K – – –
WPA
1739
West Paces Advisors
Georgia
$24.8K -$1.07K -7 -3%
ACA
1740
Atlas Capital Advisors
Wyoming
$24.2K -$15.3K -100 -33%
UCB
1741
United Community Bank
South Carolina
$24.2K – – –
GA
1742
GoalVest Advisory
New York
$24K -$119K -776 -80%
AFS
1743
Annapolis Financial Services
Maryland
$24K – – –
FEG
1744
Financial Enhancement Group
Indiana
$24K – – –
MAM
1745
Marquette Asset Management
Minnesota
$24K – – –
TIM
1746
Tevis Investment Management
Texas
$24K – – –
CCA
1747
Column Capital Advisors
Indiana
$23K – – –
CWC
1748
Carolinas Wealth Consulting
North Carolina
$21K -$17K -111 -40%
BIA
1749
Bell Investment Advisors
California
$21K -$6.9K -45 -20%
TIM
1750
Tortoise Investment Management
New York
$21K – – –