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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1651
Wiser Advisor Group
Arizona
$11.1K +$257 +1 +2%
CPG
1652
Cornerstone Planning Group
New Jersey
$11K +$770 +3 +8%
RTL
1653
Red Tortoise LLC
Georgia
$9.95K
NAAA
1654
New Age Alpha Advisors
New York
$9.95K +$10K +39 New
UWS
1655
Unique Wealth Strategies
Illinois
$9.33K +$9.24K +36 New
CMA
1656
Cedar Mountain Advisors
Oregon
$9.18K
AFG
1657
Albion Financial Group
Utah
$9.01K
KFP
1658
Keener Financial Planning
Texas
$9K -$11K -43 -54%
UIA
1659
Ulland Investment Advisors
Minnesota
$9K
TFGT
1660
TS Financial Group (TSFG)
Illinois
$9K +$8.99K +35 New
DIP
1661
DT Investment Partners
Pennsylvania
$8.93K
Kayne Anderson Rudnick Investment Management
1662
Kayne Anderson Rudnick Investment Management
California
$8.93K
DF
1663
Dunhill Financial
United Kingdom
$8.51K
AP
1664
Aspect Partners
Virginia
$7.65K +$2.57K +10 +50%
SVCP
1665
Silicon Valley Capital Partners
California
$7.17K
SFCL
1666
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.45K +29 New
CB
1667
Centennial Bank
Arkansas
$6.89K
IFAM
1668
Institutional & Family Asset Management
Colorado
$6.63K
RWM
1669
Ruedi Wealth Management
Illinois
$6.38K +$1.54K +6 +32%
SC
1670
Stephens Consulting
Michigan
$6.38K +$6.42K +25 New
FPB
1671
First PREMIER Bank
South Dakota
$6K
1IA
1672
1620 Investment Advisors
Massachusetts
$5.36K +$5.39K +21 New
POIA
1673
Pin Oak Investment Advisors
Texas
$5K
FW
1674
Fairway Wealth
Ohio
$4.59K +$4.62K +18 New
TCA
1675
Trifecta Capital Advisors
Illinois
$4.34K