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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
3851
Fischer Financial Services
Pennsylvania
$206K -$1.12K -6 -0.5%
RGF
3852
Retirement Guys Formula
Ohio
$206K -$14.3K -77 -6%
TFP
3853
Tilia Fiduciary Partners
North Carolina
$206K +$372 +2 +0.2%
PAM
3854
PVG Asset Management
Colorado
$206K
NICM
3855
Neo Ivy Capital Management
New York
$205K +$231K +1,239 New
AFA
3856
American Financial Advisors
Georgia
$205K +$931 +5 +0.4%
GWWM
3857
Great Waters Wealth Management
Minnesota
$205K +$2.61K +14 +1%
VPF
3858
Vantage Point Financial
Illinois
$205K +$14.3K +77 +7%
BZWA
3859
Blue Zone Wealth Advisors
California
$204K -$2.79K -15 -1%
BWM
3860
Buska Wealth Management
Wisconsin
$204K +$18.1K +97 +9%
PFS
3861
Prospect Financial Services
New York
$204K -$5.4K -29 -2%
KTM
3862
Keeler Thomas Management
Utah
$204K +$5.58K +30 +3%
MSWM
3863
Master's Wealth Management
Pennsylvania
$204K +$9.87K +53 +5%
FPI
3864
Financial Plan Inc
Washington
$204K +$41.1K +221 +22%
CPC
3865
Consolidated Planning Corp
Georgia
$203K -$12.1K -65 -5%
OFG
3866
Orcam Financial Group
California
$203K +$228K +1,224 New
CWM
3867
Cherrydale Wealth Management
New Jersey
$203K -$186 -1 -0.1%
TCM
3868
Tradewinds Capital Management
Washington
$203K +$186 +1 +0.1%
DIS
3869
Diversified Investment Strategies
Louisiana
$203K
LW
3870
Livet Wealth
Utah
$202K +$17.3K +93 +8%
AT
3871
Avalon Trust
New Mexico
$202K -$12.5K -67 -5%
RIA
3872
Rhodes Investment Advisors
Texas
$202K
AWM
3873
Abound Wealth Management
Tennessee
$201K -$18.1K -97 -7%
EC
3874
EntryPoint Capital
New York
$201K -$478K -2,570 -68%
BFS
3875
BridgePort Financial Solutions
Iowa
$201K -$50.4K -271 -18%