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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2976
Transamerica Financial Advisors
Florida
$58.4K +$22.7K +206 +68%
AWM
2977
Abound Wealth Management
Tennessee
$58.2K -$47.1K -428 -46%
BCM
2978
Boreal Capital Management
Florida
$57.9K +$5.18K +47 +10%
FS
2979
Financially Speaking
Colorado
$57.9K – – –
WPWM
2980
Western Pacific Wealth Management
Illinois
$57.9K – – –
LGWM
2981
Litman Gregory Wealth Management
California
$56.9K +$55.1K +500 New
MSWA
2982
Marshall & Sterling Wealth Advisors
New York
$55.5K -$9.36K -85 -15%
FRA
2983
Front Row Advisors
California
$54.7K – – –
BA
2984
Blueline Advisors
New Hampshire
$54.6K +$52.9K +480 New
SC
2985
Solstein Capital
California
$54.4K – – –
RWS
2986
Retirement Wealth Solutions
Wisconsin
$53.6K -$771 -7 -1%
BFP
2987
Birchwood Financial Partners
Minnesota
$53.5K +$51.8K +470 New
LAS
2988
Lloyd Advisory Services
Georgia
$53.2K +$51.5K +468 New
SR
2989
Summer Road
Florida
$52.3K +$44.1K +400 +667%
WWM
2990
Wolff Wiese Magana
California
$51.7K – – –
UFPG
2991
United Financial Planning Group
New York
$51.1K +$6.06K +55 +14%
FPB
2992
First PREMIER Bank
South Dakota
$50K – – –
MI
2993
Motiv8 Investments
Florida
$50K +$48K +436 New
YDMI
2994
Y.D. More Investments
Israel
$50K -$9.47K -86 -16%
OW
2995
Olistico Wealth
Oklahoma
$47.9K +$46.4K +421 New
VWWMG
2996
Vermillion & White Wealth Management Group
Pennsylvania
$47.1K -$22.5K -204 -33%
CMP
2997
Coston McIsaac & Partners
Maine
$47K +$16.1K +146 +53%
HIMS
2998
Hager Investment Management Services
New Hampshire
$46.9K -$43.5K -395 -49%
CFG
2999
Clayton Financial Group
Missouri
$46.9K +$44.1K +400 +3,333%
CTWM
3000
Cherry Tree Wealth Management
Minnesota
$46.8K – – –