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Name Holding Trade Value Shares
Change
Change in
Stake
MW
3051
Merited Wealth
Florida
$25.4K +$24.6K +223 New
SR
3052
Swiss Re
Switzerland
$25K +$24.2K +220 New
CFS
3053
Compass Financial Services
Iowa
$24.9K – – –
BFS
3054
Bare Financial Services
Pennsylvania
$24.8K -$8.04K -73 -25%
CCM
3055
Copeland Capital Management
Pennsylvania
$24.8K – – –
MSWM
3056
Mowery & Schoenfeld Wealth Management
Illinois
$24.2K +$1.76K +16 +8%
DPW
3057
DiNuzzo Private Wealth
Pennsylvania
$24.1K – – –
ME
3058
McIlrath & Eck
Washington
$24.1K – – –
CAIM
3059
Catherine Avery Investment Management
Florida
$23.8K -$5.73K -52 -20%
CWP
3060
Clark Wealth Partners
Illinois
$23.8K – – –
AW
3061
Ankerstar Wealth
Texas
$23.8K +$22.9K +208 New
IAS
3062
IMA Advisory Services
Colorado
$22.9K +$4.51K +41 +26%
RFA
3063
Reyes Financial Architecture
California
$22.8K -$66.1K -600 -75%
ATC
3064
Advantage Trust Company
Kansas
$22.8K -$8.81K -80 -29%
CF
3065
Collier Financial
Colorado
$22.4K – – –
MWPCG
3066
Measured Wealth Private Client Group
New Hampshire
$21.8K +$110 +1 +0.5%
RF
3067
Robinswood Financial
Washington
$21.8K – – –
TBFA
3068
Three Bearings Fiduciary Advisors
New Hampshire
$21.4K +$20.9K +190 New
PCA
3069
PMV Capital Advisers
Texas
$21.4K +$20.7K +188 New
FC
3070
Fairscale Capital
New Hampshire
$21.2K – – –
CJ
3071
Caitlin John
Michigan
$20.8K – – –
AF
3072
Align Financial
Minnesota
$20.8K +$2.29M +20,820 New
MAM
3073
Marquette Asset Management
Minnesota
$20.6K +$1.54K +14 +8%
AT
3074
Arlington Trust
Alabama
$20.1K -$123K -1,118 -86%
EWM
3075
Evolution Wealth Management
Florida
$19.8K +$11K +100 +135%