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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3251
Delos Wealth Advisors
Texas
$86.6K – – –
GAG
3252
Goodman Advisory Group
Massachusetts
$84.1K – – –
SPWM
3253
Spartan Planning & Wealth Management
North Carolina
$82.8K +$79.3K +491 New
VAG
3254
VisionPoint Advisory Group
Texas
$82.5K +$24.9K +154 +46%
BFP
3255
Briaud Financial Planning
Texas
$82K +$78.7K +487 New
FIM
3256
FWL Investment Management
Texas
$80.6K +$77.2K +478 New
RAM
3257
Ramirez Asset Management
New York
$78.2K +$74.9K +464 New
SFG
3258
Steward Financial Group
Texas
$78K -$646 -4 -0.9%
SC
3259
Stephens Consulting
Michigan
$76.7K -$3.39K -21 -4%
CH
3260
Canton Hathaway
Rhode Island
$76K +$36.7K +227 +102%
CMA
3261
Cedar Mountain Advisors
Oregon
$75.4K -$65.7K -407 -48%
CWM
3262
CarsonAllaria Wealth Management
Illinois
$72.9K – – –
RWM
3263
Ruedi Wealth Management
Illinois
$71.8K – – –
SIA
3264
SkyView Investment Advisors
New Jersey
$69K -$743K -4,599 -92%
RA
3265
Rational Advisors
New York
$64.1K -$1.29K -8 -2%
FAM
3266
Flaharty Asset Management
Florida
$63.1K +$60.4K +374 New
T
3267
TOBAM
France
$61K -$3.88K -24 -6%
HWP
3268
Highline Wealth Partners
California
$57.1K +$485 +3 +0.9%
NOI
3269
Newton One Investments
Delaware
$55.8K +$485 +3 +0.9%
RAM
3270
Riggs Asset Management
Pennsylvania
$55.1K -$7.11K -44 -12%
RF
3271
Robinswood Financial
Washington
$54.6K +$485 +3 +0.9%
BCPWM
3272
Bradley & Co Private Wealth Management
Florida
$54K – – –
GWSA
3273
Global Wealth Strategies & Associates
Colorado
$52K +$8.4K +52 +20%
DF
3274
DecisionPoint Financial
Arizona
$51.3K – – –
Legacy Financial Group (Iowa)
3275
Legacy Financial Group (Iowa)
Iowa
$43.2K +$41.3K +256 New