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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1651
Clear Point Advisors
New York
$11.2K – – –
WAG
1652
Wiser Advisor Group
Arizona
$11.1K +$257 +1 +2%
CPG
1653
Cornerstone Planning Group
New Jersey
$11K +$770 +3 +8%
RTL
1654
Red Tortoise LLC
Georgia
$9.95K – – –
NAAA
1655
New Age Alpha Advisors
New York
$9.95K +$10K +39 New
UWS
1656
Unique Wealth Strategies
Illinois
$9.33K +$9.24K +36 New
CMA
1657
Cedar Mountain Advisors
Oregon
$9.18K – – –
AFG
1658
Albion Financial Group
Utah
$9.01K – – –
KFP
1659
Keener Financial Planning
Texas
$9K -$11K -43 -54%
UIA
1660
Ulland Investment Advisors
Minnesota
$9K – – –
TFGT
1661
TS Financial Group (TSFG)
Illinois
$9K +$8.99K +35 New
DIP
1662
DT Investment Partners
Pennsylvania
$8.93K – – –
Kayne Anderson Rudnick Investment Management
1663
Kayne Anderson Rudnick Investment Management
California
$8.93K – – –
DF
1664
Dunhill Financial
United Kingdom
$8.51K – – –
AP
1665
Aspect Partners
Virginia
$7.65K +$2.57K +10 +50%
SVCP
1666
Silicon Valley Capital Partners
California
$7.17K – – –
SFCL
1667
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.45K +29 New
CB
1668
Centennial Bank
Arkansas
$6.89K – – –
IFAM
1669
Institutional & Family Asset Management
Colorado
$6.63K – – –
RWM
1670
Ruedi Wealth Management
Illinois
$6.38K +$1.54K +6 +32%
SC
1671
Stephens Consulting
Michigan
$6.38K +$6.42K +25 New
FPB
1672
First PREMIER Bank
South Dakota
$6K – – –
1IA
1673
1620 Investment Advisors
Massachusetts
$5.36K +$5.39K +21 New
POIA
1674
Pin Oak Investment Advisors
Texas
$5K – – –
FW
1675
Fairway Wealth
Ohio
$4.59K +$4.62K +18 New