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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1601
Burkett Financial Services
South Carolina
$2.44K +$2.34K +8 New
RFG
1602
REAP Financial Group
Texas
$2.41K +$2.34K +8 New
DWA
1603
Delos Wealth Advisors
Texas
$2.4K – – –
KLWA
1604
Kelly Lawrence W & Associates
California
$2.4K – – –
FFA
1605
Frazier Financial Advisors
Ohio
$2.4K +$2.34K +8 New
LFA
1606
Legend Financial Advisors
Pennsylvania
$2.4K +$2.34K +8 New
APC
1607
Aspire Private Capital
North Carolina
$2.4K – – –
FP
1608
Financial Perspectives
Minnesota
$1.86K – – –
VWWMG
1609
Vermillion & White Wealth Management Group
Pennsylvania
$1.85K +$1.75K +6 New
CPG
1610
Cornerstone Planning Group
New Jersey
$1.8K -$3.51K -12 -67%
GA
1611
GoalVest Advisory
New York
$1.8K – – –
CWC
1612
Carolinas Wealth Consulting
North Carolina
$1.8K +$1.17K +4 +200%
FGAM
1613
Financial Gravity Asset Management
Texas
$1.59K +$1.75K +6 New
CCA
1614
Criterion Capital Advisors
Tennessee
$1.5K +$1.46K +5 New
RWM
1615
Ruedi Wealth Management
Illinois
$1.5K – – –
TWP
1616
TFO Wealth Partners
Ohio
$1.5K – – –
WA
1617
WestEnd Advisors
North Carolina
$1.5K +$292 +1 +25%
AWM
1618
Abound Wealth Management
Tennessee
$1.43K -$28.9K -99 -95%
NICM
1619
Neo Ivy Capital Management
New York
$1K -$205K -703 -99%
UIA
1620
Ulland Investment Advisors
Minnesota
$1K – – –
MIM
1621
Macroview Investment Management
Maryland
$899 -$12K -41 -93%
TAM
1622
Tucker Asset Management
Colorado
$898 – – –
FRA
1623
Frank Rimerman Advisors
California
$898 +$877 +3 New
IPW
1624
Impact Partnership Wealth
Georgia
$599 -$2.05K -7 -78%
CJ
1625
Caitlin John
Michigan
$599 +$584 +2 New