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Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
976
Park Square Financial Group
Georgia
$20.1K -$9.71K -16 -34%
CTWM
977
Cherry Tree Wealth Management
Minnesota
$19.5K – – –
DIP
978
DT Investment Partners
Pennsylvania
$19.5K – – –
KFP
979
Keener Financial Planning
Texas
$19K – – –
FC
980
Financial Consulate
Maryland
$18.2K +$17K +28 New
BWL
981
Bogart Wealth LLC
Virginia
$18.2K +$3.03K +5 +22%
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$17.5K -$6.67K -11 -29%
SIS
983
Sound Income Strategies
Florida
$17.1K – – –
AP
984
Atwood & Palmer
Missouri
$16.2K – – –
IWM
985
IMG Wealth Management
Florida
$16.2K +$1.82K +3 +14%
PWAM
986
Private Wealth Asset Management
Iowa
$16.2K +$15.2K +25 New
SIS
987
Strategic Investment Solutions
Illinois
$16.2K +$15.2K +25 New
CT
988
Clearstead Trust
Maine
$15.6K – – –
AAG
989
Armstrong Advisory Group
Massachusetts
$14.9K +$14K +23 New
FNWA
990
Financial Network Wealth Advisors
Utah
$14.9K +$10.9K +18 +360%
SC
991
SouthState Corp
Florida
$14.3K – – –
SWP
992
Strategic Wealth Partners
Ohio
$13.6K -$607 -1 -5%
ACM
993
Accent Capital Management
Ohio
$13.6K +$4.85K +8 +62%
JWM
994
JPL Wealth Management
Colorado
$13K +$12.1K +20 New
CFD
995
Creative Financial Designs
Indiana
$13K – – –
BBPWM
996
Blue Bell Private Wealth Management
Pennsylvania
$13K +$2.43K +4 +25%
FFA
997
Frazier Financial Advisors
Ohio
$12.3K – – –
MSWA
998
Marshall & Sterling Wealth Advisors
New York
$12.3K – – –
IRAG
999
Investment Research & Advisory Group
Georgia
$11K – – –
HNW
1000
High Note Wealth
Minnesota
$11K -$607 -1 -6%