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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
3376
Annapolis Financial Services
Maryland
$73.8K -$30.2K -200 -29%
FDCP
3377
Foster Dykema Cabot & Partners
Massachusetts
$71.9K +$72.9K +482 New
PP
3378
Paloma Partners
Connecticut
$71.7K +$72.7K +481 New
CMA
3379
Cedar Mountain Advisors
Oregon
$69.4K +$2.72K +18 +4%
AWM
3380
Activest Wealth Management
Florida
$69.2K +$62.2K +411 +775%
RAM
3381
Ramirez Asset Management
New York
$69.2K – – –
RWM
3382
Ruedi Wealth Management
Illinois
$68.5K +$4.99K +33 +8%
PA
3383
Pineridge Advisors
Missouri
$68.2K +$69.1K +457 New
SC
3384
Stephens Consulting
Michigan
$67.9K – – –
BFS
3385
Burkett Financial Services
South Carolina
$67.7K +$68.7K +454 New
CH
3386
Canton Hathaway
Rhode Island
$67K – – –
KWAG
3387
Kiely Wealth Advisory Group
North Carolina
$66K +$67.2K +444 New
CWM
3388
CarsonAllaria Wealth Management
Illinois
$65K +$454 +3 +0.7%
MSWM
3389
Mowery & Schoenfeld Wealth Management
Illinois
$64.1K +$65K +430 New
DWA
3390
Delos Wealth Advisors
Texas
$61.9K -$18.6K -123 -23%
TCG
3391
Transcendent Capital Group
Oklahoma
$60.7K +$61.6K +407 New
BAM
3392
Byrne Asset Management
New Jersey
$60.6K +$47.5K +314 +369%
TC
3393
Tacita Capital
Ontario, Canada
$60.3K +$61.1K +404 New
PWMG
3394
Private Wealth Management Group
New Jersey
$59.8K +$60.6K +401 New
DF
3395
Dunhill Financial
United Kingdom
$57.4K +$58.2K +385 New
RA
3396
Rational Advisors
New York
$56.7K – – –
KFP
3397
Keener Financial Planning
Texas
$55K +$55.5K +367 New
HWP
3398
Highline Wealth Partners
California
$53.7K +$3.18K +21 +6%
RBC
3399
Roble Belko & Company
Pennsylvania
$51K +$22.7K +150 +77%
VAG
3400
VisionPoint Advisory Group
Texas
$50K -$23.3K -154 -31%