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Name Holding Trade Value Shares
Change
Change in
Stake
LI
901
LRI Investments
Florida
$17K +$8.26K +50 +119%
BCWM
902
Bartlett & Co Wealth Management
Ohio
$16.8K +$14K +85 +1,417%
SG
903
Sankala Group
Colorado
$16.2K +$12.4K +75 New
BWM
904
Bullock Wealth Management
Indiana
$16.1K – – –
JWA
905
JFS Wealth Advisors
Pennsylvania
$15.7K +$3.47K +21 +33%
APFP
906
Action Point Financial Planning
Michigan
$15.3K +$14K +85 New
MAM
907
Meeder Asset Management
Ohio
$15.3K -$13.2K -80 -49%
JWM
908
JPL Wealth Management
Colorado
$14.6K +$331 +2 +3%
PPC
909
Park Place Capital
Alabama
$13.5K – – –
WAG
910
Wiser Advisor Group
Arizona
$12.9K – – –
LF
911
LifeSteps Financial
California
$11.8K +$10.6K +64 New
FC
912
Fairscale Capital
New Hampshire
$11.6K – – –
HNW
913
High Note Wealth
Minnesota
$10.7K +$3.97K +24 +71%
CT
914
Clearstead Trust
Maine
$10.7K +$4.63K +28 +93%
MGI
915
Miller Global Investments
Texas
$10.3K – – –
FFO
916
Fortitude Family Office
Arizona
$10.3K +$4.96K +30 +115%
CAL
917
Capital Advisors Ltd
Ohio
$10K +$1.82K +11 +26%
SEP
918
Signature Equity Partners
Ohio
$9.6K -$3.97K -24 -32%
EWM
919
Evolution Wealth Management
Florida
$9.41K +$2.48K +15 +42%
IWM
920
IMG Wealth Management
Florida
$9.23K – – –
TCM
921
Tradewinds Capital Management
Washington
$9.23K – – –
HFS
922
Hughes Financial Services
Virginia
$9.23K +$4.13K +25 +100%
OAJ
923
Ogorek Anthony Joseph
New York
$9K +$331 +2 +4%
PWMG
924
Prestige Wealth Management Group
New Jersey
$8.86K +$331 +2 +4%
KG
925
Kilter Group
New York
$8.86K – – –