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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2351
Westend Capital Management
California
$59.4K – – –
EPAM
2352
Evelyn Partners Asset Management
$59K – – –
FFA
2353
Frazier Financial Advisors
Ohio
$59K +$1.78K +5 +3%
SN
2354
Sittner & Nelson
Oregon
$58.3K – – –
TFA
2355
Toth Financial Advisory
Virginia
$57.9K -$1.42K -4 -2%
DWP
2356
Destiny Wealth Partners
Florida
$55.4K +$55.2K +155 New
WG
2357
Wellington Group
Indiana
$54.7K -$26.7K -75 -33%
FFC
2358
First Financial Corp
Indiana
$51.9K – – –
FLP
2359
Financial Life Planners
Arizona
$51.8K +$51.6K +145 New
KAS
2360
Kemnay Advisory Services
New York
$51.5K -$27K -76 -35%
VWM
2361
Vermillion Wealth Management
Minnesota
$50.4K +$9.96K +28 +25%
MSG
2362
Main Street Group
Virginia
$49.7K +$49.5K +139 New
BA
2363
Ballast Advisors
Minnesota
$48.6K +$48.4K +136 New
TGY2IT
2364
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$48.6K +$48.4K +136 New
AFC
2365
Ares Financial Consulting
California
$47.8K – – –
EA
2366
Evolution Advisers
Virginia
$45K – – –
FP
2367
Financial Perspectives
Minnesota
$44.4K – – –
CSB
2368
City State Bank
Iowa
$44.4K +$5.34K +15 +14%
WPA
2369
Wealth Preservation Advisors
Tennessee
$44K -$112K -314 -72%
CIR
2370
Clear Investment Research
Georgia
$43.9K +$43.8K +123 New
MAM
2371
Morse Asset Management
Connecticut
$42.9K -$55.2K -155 -56%
BGA
2372
Battery Global Advisors
Massachusetts
$42.4K -$59.8K -168 -59%
TWM
2373
TopTier Wealth Management
Wisconsin
$41.8K +$41.6K +117 New
MFP
2374
Meramec Financial Planners
Missouri
$41.2K – – –
TCM
2375
Tradewinds Capital Management
Washington
$40.4K – – –