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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
3076
FSA Wealth Management
Massachusetts
$58.8K – – –
LWA
3077
Lowe Wealth Advisors
Maryland
$58.1K -$5.67K -54 -9%
RTL
3078
Red Tortoise LLC
Georgia
$57.6K – – –
DWM
3079
Dogwood Wealth Management
Kansas
$57.4K +$4.73K +45 +10%
PAM
3080
Parvin Asset Management
South Dakota
$57.3K +$54.1K +515 New
HGERS
3081
Householder Group Estate & Retirement Specialist
Arizona
$57K -$354K -3,373 -87%
C
3082
Covestor
United Kingdom
$57K +$1.26K +12 +2%
ACA
3083
American Capital Advisory
Idaho
$56.8K -$210 -2 -0.4%
CPL
3084
Capital & Planning LLC
Georgia
$56.2K +$53K +505 New
WPWM
3085
Western Pacific Wealth Management
Illinois
$56.1K -$5.25K -50 -9%
KLWA
3086
Kelly Lawrence W & Associates
California
$55.7K – – –
BCM
3087
Birch Capital Management
Texas
$55.7K +$52.5K +500 New
JGCM
3088
Joseph Group Capital Management
Ohio
$55.7K +$52.5K +500 New
SR
3089
Syntax Research
Florida
$53K – – –
RPA
3090
Redwood Park Advisors
California
$52.9K +$49.9K +475 New
PPA
3091
Painted Porch Advisors
California
$51.8K -$420 -4 -0.9%
MWA
3092
Moser Wealth Advisors
Washington
$51.8K -$42K -400 -46%
MWM
3093
Mascoma Wealth Management
New Hampshire
$51.4K +$1.79K +17 +4%
RWS
3094
Retirement Wealth Solutions
Wisconsin
$50.4K +$48.7K +464 New
SWC
3095
Spectrum Wealth Counsel
Indiana
$49.8K – – –
RDFA
3096
Ritter Daniher Financial Advisory
Ohio
$49.8K – – –
LIS
3097
Legacy Investment Solutions
Idaho
$49.7K -$18.4K -175 -28%
LWMI
3098
Legacy Wealth Management (Idaho)
Idaho
$49.7K -$18.4K -175 -28%
CUAMC
3099
China Universal Asset Management Company
China
$49.6K -$441K -4,199 -90%
MSWA
3100
Marshall & Sterling Wealth Advisors
New York
$49.3K +$46.6K +444 New