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Name Holding Trade Value Shares
Change
Change in
Stake
CJ
401
Caitlin John
Michigan
$4.65K – – –
CTC
402
Cetera Trust Company
Minnesota
$4.57K – – –
GWSA
403
Global Wealth Strategies & Associates
Colorado
$4.15K – – –
CFO
404
CVA Family Office
Colorado
$4.15K +$4.28K +50 New
GIA
405
GHP Investment Advisors
Colorado
$3.98K – – –
RIL
406
Rothschild Investment LLC
Illinois
$3.9K -$16.4K -192 -80%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$3.82K -$171 -2 -4%
FP
408
Financial Perspectives
Minnesota
$3.57K – – –
TWD
409
True Wealth Design
Ohio
$3.4K -$3.77K -44 -52%
SIS
410
Sound Income Strategies
Florida
$3.34K – – –
CT
411
Clearstead Trust
Maine
$3.07K +$857 +10 +37%
OCWP
412
Owl Creek Wealth Partners
Colorado
$3.07K +$3.17K +37 New
SWM
413
SHP Wealth Management
Massachusetts
$2.82K – – –
BIA
414
Bell Investment Advisors
California
$2.57K – – –
S
415
Sachetta
Massachusetts
$2.49K – – –
FFO
416
Fortitude Family Office
Arizona
$2.33K +$1.54K +18 +180%
PWMA
417
Pension & Wealth Management Advisors
Massachusetts
$2.24K – – –
SFG
418
Strive Financial Group
Indiana
$2K -$86.7K -1,012 -98%
TM
419
Torren Management
California
$1.99K -$37.2K -434 -95%
CCWM
420
Cassaday & Co Wealth Management
Virginia
$1.91K +$1.97K +23 New
JWA
421
JFS Wealth Advisors
Pennsylvania
$1.83K -$771 -9 -29%
KFAS
422
Keating Financial Advisory Services
Kansas
$1.83K +$86 +1 +5%
SIC
423
SJS Investment Consulting
Ohio
$1.66K -$600 -7 -26%
KG
424
Kilter Group
New York
$1.66K – – –
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$1.66K – – –