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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1201
Destiny Wealth Partners
Florida
$15K +$5.59K +57 +77%
SC
1202
Schubert & Co
Texas
$15K +$13.1K +134 New
S
1203
Surevest
California
$14K -$10.1K -103 -46%
BC
1204
Burleson & Co
California
$14K – – –
EWM
1205
Endurance Wealth Management
Rhode Island
$14K – – –
LCM
1206
Logan Capital Management
Pennsylvania
$14K – – –
WPWM
1207
Western Pacific Wealth Management
Illinois
$14K – – –
OLVIG
1208
Oliver Lagore Vanvalin Investment Group
Michigan
$13K -$25.7K -262 -69%
FA
1209
Fortis Advisors
Pennsylvania
$13K -$19.6K -200 -63%
ME
1210
McIlrath & Eck
Washington
$13K – – –
IWMA
1211
Ironwood Wealth Management (Arizona)
Arizona
$13K +$2.45K +25 +27%
PP
1212
PFS Partners
New Jersey
$12.5K – – –
SC
1213
SouthState Corp
Florida
$12K -$12.3K -125 -54%
LJHT
1214
Laurie J. Hall Trustee
$11K -$53.9K -550 -85%
RDFA
1215
Ritter Daniher Financial Advisory
Ohio
$11K -$1.96K -20 -17%
BC
1216
Belmont Capital
California
$11K – – –
CDIA
1217
Capital Directions Investment Advisors
Georgia
$11K – – –
KA
1218
Kozak & Associates
Colorado
$11K – – –
MAWCM
1219
Mine & Arao Wealth Creation & Management
California
$11K – – –
SWM
1220
Sugarloaf Wealth Management
Georgia
$11K – – –
TIM
1221
Tevis Investment Management
Texas
$11K – – –
TFA
1222
Toth Financial Advisory
Virginia
$11K – – –
WAM
1223
Worth Asset Management
Texas
$11K – – –
BIA
1224
Bell Investment Advisors
California
$11K +$9.51K +97 New
EI
1225
Ellevest Inc
New York
$11K +$9.51K +97 New