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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1401
Kozak & Associates
Colorado
$33.4K +$30K +533 +692%
CFG
1402
CKW Financial Group
Hawaii
$33K +$394 +7 +1%
CAL
1403
Capital Analysts LLC
Pennsylvania
$33K +$6.41K +114 +23%
RFA
1404
Resurgent Financial Advisors
Georgia
$32.8K -$9.73K -173 -22%
EWP
1405
Elevation Wealth Partners
California
$32.7K +$33.5K +596 New
PGAM
1406
Princeton Global Asset Management
New Jersey
$31.1K
VWM
1407
Venturi Wealth Management
Texas
$30.9K +$31.7K +563 New
CAC
1408
Certified Advisory Corp
Florida
$30.6K +$31.4K +558 New
IWMWV
1409
Ironwood Wealth Management (West Virginia)
West Virginia
$30.2K
CH
1410
Canton Hathaway
Rhode Island
$30K
FCMT
1411
Founders Capital Management (Texas)
Texas
$30K +$338 +6 +1%
BC
1412
Barrett & Company
Rhode Island
$29.8K +$281 +5 +0.9%
BWM
1413
Baystate Wealth Management
Massachusetts
$29.7K +$1.35K +24 +5%
CCM
1414
Chilton Capital Management
Texas
$28.5K +$29.2K +519 New
BAM
1415
Bellevue Asset Management
Washington
$27.5K
DI
1416
Disciplined Investments
Oklahoma
$27.4K -$619 -11 -2%
MSFP
1417
Mark Sheptoff Financial Planning
Connecticut
$27.4K
CCA
1418
Column Capital Advisors
Indiana
$27.1K
JMF
1419
Johnson Midwest Financial
Iowa
$27K +$56 +1 +0.2%
SIC
1420
SJS Investment Consulting
Ohio
$26.7K +$3.26K +58 +14%
MA
1421
Montag & Associates
Georgia
$26.3K
BWL
1422
Bogart Wealth LLC
Virginia
$26.1K -$56 -1 -0.2%
MTIC
1423
Missouri Trust & Investment Company
Missouri
$26K
DWMG
1424
DB Wealth Management Group
California
$26K
IFAM
1425
Institutional & Family Asset Management
Colorado
$25.1K