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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1751
JNBA Financial Advisors
Minnesota
$50.5K
OA
1752
Operose Advisors
Wisconsin
$50.2K -$826 -3 -2%
OAJ
1753
Ogorek Anthony Joseph
New York
$50K
MSG
1754
Main Street Group
Virginia
$49.7K
AFG
1755
Albion Financial Group
Utah
$49.1K +$8.26K +30 +21%
MSWA
1756
Marshall & Sterling Wealth Advisors
New York
$48.9K +$275 +1 +0.6%
Loomis, Sayles & Company
1757
Loomis, Sayles & Company
Massachusetts
$48.8K +$826 +3 +2%
S
1758
Sachetta
Massachusetts
$48.6K +$2.75K +10 +6%
MPW
1759
MASECO Private Wealth
$48.3K +$13.8K +50 +41%
TC
1760
Truvestments Capital
Florida
$48.2K +$10.7K +39 +30%
HWA
1761
HHM Wealth Advisors
Tennessee
$47.2K -$3.3K -12 -7%
SA
1762
Scarborough Advisors
Maryland
$47.1K
WA
1763
WPG Advisers
Maryland
$47.1K +$1.1K +4 +2%
JWM
1764
JPL Wealth Management
Colorado
$46K +$44.9K +163 New
HC
1765
Hurley Capital
New York
$45.4K +$550 +2 +1%
FLP
1766
Financial Life Planners
Arizona
$44.3K +$43.2K +157 New
AWM
1767
Abound Wealth Management
Tennessee
$43.8K +$19K +69 +80%
EWP
1768
Elevation Wealth Partners
California
$43.7K +$4.13K +15 +11%
HCM
1769
Hollencrest Capital Management
California
$42.9K
AIC
1770
Archer Investment Corporation
Indiana
$42.6K -$8.26K -30 -17%
KFI
1771
Key Financial Inc
Pennsylvania
$42.5K -$1.38K -5 -3%
SWIM
1772
Smallwood Wealth Investment Management
New Jersey
$42.3K -$826 -3 -2%
CFD
1773
Creative Financial Designs
Indiana
$41.5K -$78.4K -285 -66%
GFWA
1774
Grey Fox Wealth Advisors
Delaware
$41.2K +$40.2K +146 New
BWL
1775
Bogart Wealth LLC
Virginia
$41.2K +$3.3K +12 +9%