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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1526
CGC Financial Services
Oregon
$13K – – –
TCM
1527
TD Capital Management
Tennessee
$13K – – –
JGCM
1528
Joseph Group Capital Management
Ohio
$12.6K +$10.3K +77 New
WA
1529
Whipplewood Advisors
Colorado
$12.3K +$9.99K +75 New
IA
1530
IFS Advisors
Kansas
$12.3K – – –
BW
1531
Basepoint Wealth
Iowa
$12K – – –
MWC
1532
MBM Wealth Consultants
Missouri
$12K +$9.73K +73 New
RCM
1533
Richardson Capital Management
Wisconsin
$11.8K – – –
BWM
1534
Bullock Wealth Management
Indiana
$11.7K – – –
PWA
1535
Principia Wealth Advisory
Texas
$11.7K +$666 +5 +8%
MSWM
1536
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K – – –
CHC
1537
City Holding Co
West Virginia
$11.5K – – –
WPWM
1538
Western Pacific Wealth Management
Illinois
$11.5K +$9.33K +70 New
AWM
1539
Abound Wealth Management
Tennessee
$11.2K -$799 -6 -8%
BFS
1540
Bare Financial Services
Pennsylvania
$11.2K -$1.07K -8 -11%
DAM
1541
Delta Asset Management
Tennessee
$11.2K – – –
DWM
1542
Darwin Wealth Management
Florida
$10.7K +$8.66K +65 New
TCA
1543
Trifecta Capital Advisors
Illinois
$10.3K – – –
NSG
1544
Nalls Sherbakoff Group
Tennessee
$10.2K – – –
SIM
1545
Synergy Investment Management
Florida
$10.2K +$8.26K +62 New
AW
1546
Avion Wealth
Texas
$10K -$533 -4 -6%
PCFFS
1547
Pacific Center for Financial Services
California
$9.68K – – –
RWPA
1548
Richard W. Paul & Associates
Michigan
$9.68K – – –
WAG
1549
Wilkerson Advisory Group
Missouri
$9.52K +$3.46K +26 +81%
RWS
1550
Retirement Wealth Solutions
Wisconsin
$9.36K +$2K +15 +36%