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Name Holding Trade Value Shares
Change
Change in
Stake
GG
1001
Greenwood Gearhart
Arkansas
$23.8K +$22.3K +167 New
CWM
1002
CarsonAllaria Wealth Management
Illinois
$23.7K +$267 +2 +1%
CJ
1003
Caitlin John
Michigan
$22.8K +$21.3K +160 New
AGWCA
1004
Annis Gardner Whiting Capital Advisors
Florida
$22.2K – – –
MSG
1005
Main Street Group
Virginia
$22.2K +$20.8K +156 New
IHWM
1006
Iron Horse Wealth Management
Iowa
$22.1K – – –
JWA
1007
JFS Wealth Advisors
Pennsylvania
$21.7K +$1.87K +14 +10%
LFA
1008
Livelsberger Financial Advisory
Ohio
$21.4K +$20K +150 New
HF
1009
Halpern Financial
Virginia
$21.2K +$13.3K +100 +200%
ADL
1010
Asset Dedication LLC
California
$21K – – –
AF
1011
Advisornet Financial
Minnesota
$20.7K -$7.6K -57 -28%
AWM
1012
Abound Wealth Management
Tennessee
$20.6K +$10K +75 +107%
EWP
1013
Elevation Wealth Partners
California
$19.2K – – –
NFSG
1014
Newbridge Financial Services Group
Florida
$19.1K – – –
AWM
1015
Atticus Wealth Management
Florida
$19.1K – – –
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$18K +$10.8K +81 +176%
SWM
1017
Sugarloaf Wealth Management
Georgia
$17.4K – – –
FMP
1018
Financial Management Professionals
Texas
$17K – – –
FCA
1019
FinTrust Capital Advisors
South Carolina
$17K +$6.93K +52 +78%
PFA
1020
Pathway Financial Advisers
Indiana
$16.7K +$133 +1 +0.9%
VCM
1021
Versant Capital Management
Arizona
$16.7K -$9.6K -72 -38%
EA
1022
Evolution Advisers
Virginia
$16K +$14.4K +108 New
MA
1023
MCF Advisors
Kentucky
$15.7K – – –
FGA
1024
Fortis Group Advisors
New Jersey
$15.7K +$7.33K +55 +100%
ST
1025
Smithfield Trust
Pennsylvania
$15K -$3.33K -25 -20%