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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1551
Fedenia Advisers
Wisconsin
$7.92K +$8.53K +800 New
RA
1552
Rise Advisors
New York
$7.85K +$21 +2 +0.3%
IHWM
1553
Iron Horse Wealth Management
Iowa
$7.74K -$2.67K -250 -24%
WA
1554
Whipplewood Advisors
Colorado
$7.65K +$8.24K +773 New
RWS
1555
Retirement Wealth Solutions
Wisconsin
$7.49K +$8.28K +776 New
CIAS
1556
CBIZ Investment Advisory Services
Ohio
$7.47K – – –
PA
1557
Pineridge Advisors
Missouri
$7.35K +$21 +2 +0.3%
PPWM
1558
PFG Private Wealth Management
Florida
$7.3K – – –
Q1WB
1559
Quest 10 Wealth Builders
Virginia
$7.27K +$7.83K +734 New
FS
1560
Financially Speaking
Colorado
$7.02K +$7.57K +710 New
WWP
1561
WR Wealth Planners
Missouri
$6.99K -$11.3K -1,059 -60%
IWP
1562
IAG Wealth Partners
Wisconsin
$6.8K – – –
HNW
1563
High Note Wealth
Minnesota
$6.78K +$7.3K +685 New
FMP
1564
Financial Management Professionals
Texas
$6.75K +$117 +11 +2%
WT
1565
Whittier Trust
California
$6.48K – – –
GBT
1566
Grove Bank & Trust
Florida
$6.45K +$4.69K +440 +209%
EA
1567
Evolution Advisers
Virginia
$6K – – –
PWA
1568
Provenance Wealth Advisors
Florida
$5.97K – – –
BC
1569
Broadwater Capital
Massachusetts
$5.94K – – –
BCM
1570
Blume Capital Management
California
$5.91K – – –
NWWA
1571
New Wave Wealth Advisors
Arkansas
$5.64K +$6.08K +570 New
FGC
1572
Financial Gravity Companies
Texas
$5.6K +$6.04K +566 New
AGWCA
1573
Annis Gardner Whiting Capital Advisors
Florida
$5.59K -$5.44K -510 -47%
SJIM
1574
St. Johns Investment Management
Florida
$5.59K – – –
A
1575
AlphaQuest
New York
$5.58K -$91.2K -8,551 -94%