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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2076
FSA Wealth Management
Massachusetts
$27.2K +$76 +1 +0.3%
FP
2077
Financial Perspectives
Minnesota
$27K -$4.05K -53 -14%
HFS
2078
Horizon Financial Services
North Carolina
$25.9K +$24.8K +325 New
CPA
2079
Clear Point Advisors
New York
$25.9K +$229 +3 +0.9%
M
2080
MOTCO
Texas
$25.7K -$76 -1 -0.3%
LFASL
2081
Lugano Financial Advisors SA (LFA)
Switzerland
$25.2K +$18.1K +237 +300%
PPWM
2082
PFG Private Wealth Management
Florida
$25.1K
PP
2083
PrairieView Partners
Minnesota
$25K
CPG
2084
Cornerstone Planning Group
New Jersey
$24.9K -$1.83K -24 -5%
VAG
2085
VisionPoint Advisory Group
Texas
$24.8K -$687 -9 -3%
QPBE
2086
Quintet Private Bank (Europe)
Luxembourg
$24.5K +$20.4K +267 New
HIIFS
2087
Harel Insurance Investments & Financial Services
Israel
$24K -$225K -2,950 -91%
CWM
2088
Cedar Wealth Management
California
$23.9K +$18.7K +245 +445%
GGI
2089
Godsey & Gibb Inc
Virginia
$23.8K -$2.21K -29 -9%
MFG
2090
Mendota Financial Group
Wisconsin
$23.8K
QL
2091
Quarry LP
New York
$23.8K +$22.8K +299 New
PCMC
2092
Planning Capital Management Corporation
Pennsylvania
$23K
KFS
2093
Kelly Financial Services
Massachusetts
$22.7K +$7.94K +104 +57%
NMM
2094
Naples Money Management
Florida
$22.2K
CJ
2095
Caitlin John
Michigan
$21.4K -$2.9K -38 -12%
AWM
2096
Abound Wealth Management
Tennessee
$21.2K -$1.45K -19 -7%
FCT
2097
First Community Trust
Iowa
$20.7K
RTL
2098
Red Tortoise LLC
Georgia
$20.5K +$16.6K +217 +543%
CIAS
2099
CBIZ Investment Advisory Services
Ohio
$20.3K +$19.5K +255 New
FFL
2100
Financial Freedom LLC
Ohio
$20.1K +$229 +3 +1%