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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1826
Proffitt & Goodson
Tennessee
$16.9K
CCM
1827
Copeland Capital Management
Pennsylvania
$16.3K
FAI
1828
Fiduciary Advisors Inc
Missouri
$15.1K
NWM
1829
Navigoe Wealth Management
California
$15K
TWD
1830
True Wealth Design
Ohio
$14.5K +$5.56K +20 +71%
T
1831
Transce3nd
Texas
$14.2K
RF
1832
Rossby Financial
Florida
$14K +$13.9K +50 New
CWM
1833
Copia Wealth Management
Oregon
$13.6K
SIS
1834
Sound Income Strategies
Florida
$13.4K +$2.5K +9 +26%
FFA
1835
Frazier Financial Advisors
Ohio
$12.4K
RTL
1836
Red Tortoise LLC
Georgia
$11.8K
AF
1837
Atala Financial
California
$11.5K
UIA
1838
Ulland Investment Advisors
Minnesota
$11K
HCA
1839
Harbor Capital Advisors
Illinois
$11K +$278 +1 +3%
CMA
1840
Cedar Mountain Advisors
Oregon
$10.9K
FNWA
1841
Financial Network Wealth Advisors
Utah
$10.9K +$5.56K +20 +125%
HFS
1842
Hughes Financial Services
Virginia
$10.8K +$10K +36 New
Kayne Anderson Rudnick Investment Management
1843
Kayne Anderson Rudnick Investment Management
California
$10.6K -$24.7K -89 -72%
DIP
1844
DT Investment Partners
Pennsylvania
$10.6K
HIW
1845
Holos Integrated Wealth
Pennsylvania
$10.3K
CW
1846
Curio Wealth
Maryland
$10.2K +$278 +1 New
DF
1847
Dunhill Financial
United Kingdom
$10.2K -$5.83K -21 -38%
KFP
1848
Keener Financial Planning
Texas
$10K
HFS
1849
Hopwood Financial Services
Virginia
$9.97K
CWM
1850
Cranbrook Wealth Management
Michigan
$9.66K +$8.89K +32 New