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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2726
Level Financial Advisors
New York
$25K
CWM
2727
CarsonAllaria Wealth Management
Illinois
$25K +$266 +6 +1%
SWM
2728
Stapp Wealth Management
Washington
$25K +$27.4K +617 New
SAM
2729
Strategic Asset Management
Minnesota
$22K -$4.44K -100 -15%
RDIA
2730
RE Dickinson Investment Advisors
Iowa
$22K -$3.59K -81 -13%
EA
2731
Evolution Advisers
Virginia
$21K -$10.9K -246 -31%
IHWM
2732
Iron Horse Wealth Management
Iowa
$21K -$5.41K -122 -19%
WA
2733
Win Advisors
Florida
$21K -$44 -1 -0.2%
TC
2734
Tacita Capital
Ontario, Canada
$21K
DFCM
2735
Dark Forest Capital Management
Puerto Rico
$21K +$23.7K +534 New
SCA
2736
Stuart Chaussee & Associates
California
$20K
TVWM
2737
Tower View Wealth Management
Wisconsin
$20K +$177 +4 +0.8%
JMF
2738
Johnson Midwest Financial
Iowa
$19K -$8.7K -196 -29%
ODG
2739
O'Dell Group
Ohio
$18K -$7.54K -170 -27%
JSAM
2740
J. Safra Asset Management
New York
$18K
UIA
2741
Ulland Investment Advisors
Minnesota
$18K
JWBC
2742
John W. Brooker & Co
California
$16K
BWP
2743
Baldwin Wealth Partners
Massachusetts
$15K -$26.2K -590 -61%
Cohen & Steers
2744
Cohen & Steers
New York
$15K -$10.5K -237 -39%
MUMSS
2745
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K
FCG
2746
Financial Connections Group
California
$14K -$132K -2,970 -89%
CPFP
2747
Clear Perspectives Financial Planning
Ohio
$14K -$5.59K -126 -27%
CMA
2748
Cedar Mountain Advisors
Oregon
$12K
DWMG
2749
DB Wealth Management Group
California
$12K
IFA
2750
Interactive Financial Advisors
Illinois
$12K