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Name Holding Trade Value Shares
Change
Change in
Stake
TM
1801
Torren Management
California
$46.6K -$182K -322 -79%
MFP
1802
Meramec Financial Planners
Missouri
$45.8K – – –
WAS
1803
Winch Advisory Services
Wisconsin
$45K +$566 +1 +1%
WAU
1804
Wellington-Altus USA
Manitoba, Canada
$44.9K -$16.4K -29 -32%
NWMP
1805
Noble Wealth Management PBC
Colorado
$43K – – –
SA
1806
Scarborough Advisors
Maryland
$43K +$45.3K +80 New
OW
1807
Olistico Wealth
Oklahoma
$41.1K – – –
GFM
1808
GF Fund Management
China
$38.7K +$40.7K +72 New
CIAS
1809
CBIZ Investment Advisory Services
Ohio
$38.2K -$11.9K -21 -23%
SEP
1810
Signature Equity Partners
Ohio
$37.9K – – –
WPA
1811
Wealth Preservation Advisors
Tennessee
$37.7K -$35.1K -62 -47%
RWS
1812
Retirement Wealth Solutions
Wisconsin
$36.3K +$2.83K +5 +8%
SC
1813
Steph & Co
Wisconsin
$35.5K +$19.8K +35 +113%
GC
1814
Gould Capital
Washington
$35K -$2.83K -5 -7%
OC
1815
Oakmont Corp
California
$35K – – –
HIW
1816
Holos Integrated Wealth
Pennsylvania
$34K – – –
ME
1817
McIlrath & Eck
Washington
$33.9K – – –
AWA
1818
Acumen Wealth Advisors
Tennessee
$33.4K – – –
VWM
1819
Vermillion Wealth Management
Minnesota
$33.4K +$5.66K +10 +19%
RF
1820
Robinswood Financial
Washington
$33.1K – – –
PWAM
1821
Private Wealth Asset Management
Iowa
$32.8K -$566 -1 -2%
CB
1822
Centennial Bank
Arkansas
$32.3K – – –
MWA
1823
Medallion Wealth Advisors
Connecticut
$32.3K – – –
DF
1824
Dunhill Financial
United Kingdom
$32.3K +$566 +1 +2%
BHWM
1825
Beaird Harris Wealth Management
Texas
$31.7K – – –