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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1351
Concorde Financial
Texas
$13K +$14.8K +292 New
WPA
1352
West Paces Advisors
Georgia
$12.7K
AA
1353
Addison Advisors
Vermont
$12K -$1.01K -20 -7%
AFG
1354
Albion Financial Group
Utah
$12K
TCCM
1355
Timber Creek Capital Management
Massachusetts
$12K
BIA
1356
Bell Investment Advisors
California
$12K +$7.3K +144 +114%
LS
1357
Leelyn Smith
Illinois
$12K +$14.1K +278 New
TFP
1358
Tilia Fiduciary Partners
North Carolina
$11K -$28.9K -570 -69%
FWM
1359
Focused Wealth Management
New York
$11K
WFA
1360
West Financial Advisors
Iowa
$11K
TF
1361
TimeScale Financial
Massachusetts
$11K +$51 +1 +0.4%
CAC
1362
Core Alternative Capital
Georgia
$10K
TFA
1363
Toth Financial Advisory
Virginia
$10K
WPWM
1364
Western Pacific Wealth Management
Illinois
$10K
FSWA
1365
Financial Synergies Wealth Advisors
Texas
$9.36K
RG
1366
Retirement Group
California
$9K -$95.4K -1,882 -90%
WWM
1367
Wolff Wiese Magana
California
$9K -$1.11K -22 -10%
GIS
1368
Grayhawk Investment Strategies
Alberta, Canada
$9K
JEST
1369
JTC Employer Solutions Trustee
Jersey
$9K
TIM
1370
Tortoise Investment Management
New York
$9K
CAL
1371
Capital Advisors Ltd
Ohio
$9K +$1.82K +36 +22%
VWM
1372
Valley Wealth Managers
New Jersey
$9K +$6.49K +128 +160%
TCM
1373
TD Capital Management
Tennessee
$9K +$10.9K +215 New
S
1374
Surevest
California
$8K -$11.4K -225 -56%
BWL
1375
Bogart Wealth LLC
Virginia
$8K -$5.37K -106 -37%