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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
876
Smallwood Wealth Investment Management
New Jersey
$12.8K
WPA
877
Wealth Preservation Advisors
Tennessee
$12.8K +$11.2K +61 +678%
GSEP
878
Golden State Equity Partners
California
$12.8K +$12.9K +70 New
FFO
879
Fortitude Family Office
Arizona
$12.7K +$6.82K +37 +116%
CFD
880
Creative Financial Designs
Indiana
$12.7K +$12.5K +68 +6,800%
JWA
881
JFS Wealth Advisors
Pennsylvania
$12.5K +$921 +5 +8%
FCAS
882
First Command Advisory Services
Texas
$12.3K +$12.3K +67 New
FCT
883
First Community Trust
Iowa
$11.9K
SIC
884
SJS Investment Consulting
Ohio
$11.4K +$9.21K +50 +417%
PWAM
885
Private Wealth Asset Management
Iowa
$11.2K -$369 -2 -3%
WA
886
Westfuller Advisors
New York
$11K +$184 +1 +2%
KAS
887
Kemnay Advisory Services
New York
$10.8K +$10.9K +59 New
ADL
888
Asset Dedication LLC
California
$10.6K +$184 +1 +2%
SL
889
Salomon & Ludwin
Virginia
$10.1K
RF
890
Rossby Financial
Florida
$9.74K +$7.19K +39 +279%
RWM
891
Raffa Wealth Management
District of Columbia
$9.72K +$369 +2 +4%
PWMG
892
Private Wealth Management Group
New Jersey
$9.53K
KG
893
Kilter Group
New York
$9.53K +$553 +3 +6%
TGY2IT
894
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$9.53K +$9.58K +52 New
SIM
895
Synergy Investment Management
Florida
$9.35K +$9.4K +51 New
CT
896
Clearstead Trust
Maine
$9.17K
FFL
897
Financial Freedom LLC
Ohio
$9.17K
MEG
898
Millstone Evans Group
Colorado
$9.17K
TCM
899
Tradewinds Capital Management
Washington
$9.17K
TFA
900
Transamerica Financial Advisors
Florida
$9.17K +$6.08K +33 +194%