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Name Holding Trade Value Shares
Change
Change in
Stake
EFP
2276
EnRich Financial Partners
Wisconsin
$75.3K +$74.9K +1,736 New
FFO
2277
Fortitude Family Office
Arizona
$74.8K
VWA
2278
Valued Wealth Advisors
Utah
$74.5K +$31.1K +721 +72%
SWC
2279
Spectrum Wealth Counsel
Indiana
$73.6K
FWM
2280
FSA Wealth Management
Massachusetts
$71.2K
GCM
2281
Gables Capital Management
Florida
$70.7K
DWM
2282
Dogwood Wealth Management
Kansas
$70.5K -$182K -4,230 -72%
AWM
2283
Abound Wealth Management
Tennessee
$68.9K +$8.89K +206 +15%
AIM
2284
Arcadia Investment Management
Michigan
$67.7K
KWAG
2285
Kiely Wealth Advisory Group
North Carolina
$66.3K
BHWM
2286
Bay Harbor Wealth Management
Maryland
$66.2K -$345 -8 -0.5%
HWM
2287
HighMark Wealth Management
Minnesota
$65.8K +$216 +5 +0.3%
SFO
2288
Standard Family Office
South Dakota
$64K +$63.7K +1,477 New
LFA
2289
Legend Financial Advisors
Pennsylvania
$63.9K -$216 -5 -0.3%
RAM
2290
Riggs Asset Management
Pennsylvania
$63.9K +$1.9K +44 +3%
RG
2291
Retirement Group
California
$63.8K +$29.6K +685 +87%
RWM
2292
Raffa Wealth Management
District of Columbia
$62.6K -$2.37K -55 -4%
RFS
2293
Richardson Financial Services
Massachusetts
$62.3K -$4.31K -100 -7%
CIAS
2294
CBIZ Investment Advisory Services
Ohio
$62.1K +$61.8K +1,432 New
LFASL
2295
Lugano Financial Advisors SA (LFA)
Switzerland
$60.7K
WSCM
2296
Wellington Shields Capital Management
New York
$59.3K -$12.9K -300 -18%
POIA
2297
Pin Oak Investment Advisors
Texas
$59K
CSB
2298
City State Bank
Iowa
$59K +$5.44K +126 +10%
OLVIG
2299
Oliver Lagore Vanvalin Investment Group
Michigan
$58K -$25.3K -586 -30%
BIA
2300
Bell Investment Advisors
California
$57.9K -$561 -13 -1%