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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1051
First Personal Financial Services
North Carolina
$16K
GCM
1052
Gables Capital Management
Florida
$16K
PP
1053
PrairieView Partners
Minnesota
$16K
AWA
1054
Arkadios Wealth Advisors
Georgia
$15.7K
MWC
1055
MBM Wealth Consultants
Missouri
$15K
TCCM
1056
Timber Creek Capital Management
Massachusetts
$14K
TFGT
1057
TS Financial Group (TSFG)
Illinois
$14K
LWANC
1058
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
SXL
1059
Summit X LLC
Missouri
$12.5K +$27.8K +158 +15%
PFO
1060
Pathstone Family Office
New Jersey
$12K
CA
1061
Crewe Advisors
Utah
$12K +$12.3K +70 New
PW
1062
Price Wealth
Texas
$11K -$352 -2 -3%
PMFA
1063
Plante Moran Financial Advisors
Michigan
$11K
SIS
1064
Sound Income Strategies
Florida
$11K
LFG
1065
Larson Financial Group
Missouri
$10K
PB
1066
Pinnacle Bancorp
Nebraska
$10K
TF
1067
TimeScale Financial
Massachusetts
$9K -$8.63K -49 -47%
CT
1068
Clearstead Trust
Maine
$9K -$3.7K -21 -28%
IFAM
1069
Institutional & Family Asset Management
Colorado
$9K
LFG
1070
LifePlan Financial Group
Ohio
$9K
KFS
1071
Kelly Financial Services
Massachusetts
$8.64K
MHR
1072
Matthew Hamilton Rosenberg
$8K
MCM
1073
MV Capital Management
Maryland
$8K
PFPT
1074
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K
RCA
1075
Ranch Capital Advisors
Florida
$8K