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Name Holding Trade Value Shares
Change
Change in
Stake
FPB
2051
First PREMIER Bank
South Dakota
$17K
FP
2052
Financial Perspectives
Minnesota
$16.8K
PG
2053
Proffitt & Goodson
Tennessee
$16.8K
GA
2054
GoalVest Advisory
New York
$16K +$868 +3 +9%
SEP
2055
Signature Equity Partners
Ohio
$15.5K +$7.23K +25 +227%
RC
2056
Rexford Capital
Texas
$15.5K
HNW
2057
High Note Wealth
Minnesota
$15.1K +$578 +2 +6%
PP
2058
PFS Partners
New Jersey
$15K
DPW
2059
DiNuzzo Private Wealth
Pennsylvania
$14.9K
WETS
2060
Wealth Enhancement Trust Services
South Dakota
$13.7K
AFA
2061
Alpha Financial Advisors
North Carolina
$12.9K +$8.68K +30 New
LF
2062
LifeSteps Financial
California
$12.9K +$8.68K +30 New
GG
2063
Gleason Group
Kentucky
$12.5K +$8.39K +29 New
LC
2064
Luminist Capital
Michigan
$12.5K +$8.39K +29 New
CIA
2065
Cape Investment Advisory
Georgia
$12.1K +$8.1K +28 New
PP
2066
Pacifica Partners
Canada
$11.4K
CRI
2067
Commonwealth Retirement Investments
Virginia
$10.8K +$7.23K +25 New
RWM
2068
Raffa Wealth Management
District of Columbia
$10.4K
NWMP
2069
Noble Wealth Management PBC
Colorado
$9.49K +$578 +2 +10%
DWM
2070
Dogwood Wealth Management
Kansas
$9.49K +$4.92K +17 +340%
CAL
2071
Capital Advisors Ltd
Ohio
$9K
CA
2072
Centerpoint Advisors
Massachusetts
$9K
LHEI
2073
Leo H. Evart Inc
California
$8.98K
CWA
2074
Carolina Wealth Advisors
South Carolina
$8.63K -$547K -1,890 -99%
SA
2075
Strategic Advocates
Utah
$8.63K -$4.34K -15 -43%