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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
876
Keener Financial Planning
Texas
$16K – – –
VWWMG
877
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K – – –
SIS
878
Sound Income Strategies
Florida
$13.4K -$257K -583 -96%
AP
879
Atwood & Palmer
Missouri
$13.4K – – –
TCM
880
Traub Capital Management
Massachusetts
$13.4K +$11K +25 New
CT
881
Clearstead Trust
Maine
$12.8K +$10.6K +24 New
BWL
882
Bogart Wealth LLC
Virginia
$12.3K +$10.1K +23 New
SC
883
SouthState Corp
Florida
$11.8K -$441 -1 -4%
IWM
884
IMG Wealth Management
Florida
$11.8K – – –
SWP
885
Strategic Wealth Partners
Ohio
$11.8K +$9.71K +22 New
BIA
886
Bell Investment Advisors
California
$11.2K +$3.53K +8 +62%
TWD
887
True Wealth Design
Ohio
$11.2K +$6.62K +15 +250%
CFD
888
Creative Financial Designs
Indiana
$10.7K – – –
MSG
889
Main Street Group
Virginia
$10.7K – – –
FFA
890
Frazier Financial Advisors
Ohio
$10.2K – – –
MSWA
891
Marshall & Sterling Wealth Advisors
New York
$10.2K +$8.38K +19 New
HNW
892
High Note Wealth
Minnesota
$9.63K – – –
FIM
893
FWL Investment Management
Texas
$9.63K +$7.94K +18 New
BI
894
Binnacle Investments
Iowa
$9.09K -$6.62K -15 -47%
MFT
895
Moisand Fitzgerald Tamayo
Florida
$8.56K – – –
BBPWM
896
Blue Bell Private Wealth Management
Pennsylvania
$8.56K +$1.32K +3 +23%
S
897
Sachetta
Massachusetts
$8.02K +$3.09K +7 +88%
FFO
898
Fortitude Family Office
Arizona
$8.02K +$6.62K +15 New
ACM
899
Accent Capital Management
Ohio
$6.95K – – –
IRAG
900
Investment Research & Advisory Group
Georgia
$6.95K – – –