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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1301
Raffa Wealth Management
District of Columbia
$20.6K +$3.8K +22 +22%
OAJ
1302
Ogorek Anthony Joseph
New York
$19K – – –
FMP
1303
Financial Management Professionals
Texas
$18.7K -$2.94K -17 -13%
WAG
1304
Wilkerson Advisory Group
Missouri
$18.5K +$2.77K +16 +17%
WA
1305
Westfuller Advisors
New York
$18.2K +$10.7K +62 +138%
HC
1306
Hoese & Co
Minnesota
$18.2K – – –
CNBT
1307
Cornerstone National Bank & Trust
Illinois
$18.1K – – –
SFCL
1308
Strengthening Families & Communities LLC
Massachusetts
$17.8K +$864 +5 +5%
HNB
1309
Hilltop National Bank
Wyoming
$17.7K – – –
FFO
1310
Fortitude Family Office
Arizona
$17.5K +$346 +2 +2%
TFM
1311
TFC Financial Management
Massachusetts
$17K +$692 +4 +4%
AW
1312
Avion Wealth
Texas
$17K -$1.56K -9 -8%
PB
1313
Prosperity Bancshares
Texas
$16K -$864 -5 -5%
HIA
1314
HFM Investment Advisors
New Jersey
$16K +$864 +5 +6%
BIA
1315
Bell Investment Advisors
California
$15.8K +$4.5K +26 +39%
JGCM
1316
Joseph Group Capital Management
Ohio
$15.6K +$15.9K +92 New
AA
1317
Ancora Advisors
Ohio
$15.4K -$28.7K -166 -65%
GAM
1318
Guinness Asset Management
United Kingdom
$15.1K – – –
TWM
1319
Tripletail Wealth Management
Florida
$14.5K – – –
KFG
1320
Kingdom Financial Group
Arizona
$14.2K -$1.38K -8 -9%
CCA
1321
Catalyst Capital Advisors
New York
$13.6K -$8.99K -52 -39%
MSWM
1322
Mowery & Schoenfeld Wealth Management
Illinois
$13.1K – – –
HNW
1323
High Note Wealth
Minnesota
$12.9K +$3.29K +19 +33%
NFSG
1324
Newbridge Financial Services Group
Florida
$12.8K -$1.38K -8 -10%
CMA
1325
Cedar Mountain Advisors
Oregon
$12.8K – – –