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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1101
Ulland Investment Advisors
Minnesota
$7K – – –
BCMLT
1102
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.93K – – –
IWP
1103
IAG Wealth Partners
Wisconsin
$6.72K – – –
WBC
1104
West Branch Capital
Massachusetts
$6.66K – – –
IHWM
1105
Iron Horse Wealth Management
Iowa
$6.28K – – –
SC
1106
Stephens Consulting
Michigan
$6.1K +$6.54K +194 New
FW
1107
Fairway Wealth
Ohio
$5.84K +$6.28K +186 New
CAS
1108
Coppell Advisory Solutions
Texas
$5.22K +$5.6K +166 New
PA
1109
Pineridge Advisors
Missouri
$5.03K +$5.4K +160 New
AW
1110
Avion Wealth
Texas
$5K -$405 -12 -7%
SSG
1111
Summit Securities Group
New York
$5K +$5.13K +152 New
S
1112
Sachetta
Massachusetts
$4.75K +$945 +28 +26%
RTL
1113
Red Tortoise LLC
Georgia
$4.65K – – –
DPW
1114
DiNuzzo Private Wealth
Pennsylvania
$4.46K +$540 +16 +13%
PO
1115
Private Ocean
California
$4.4K +$4.72K +140 New
FP
1116
Financial Perspectives
Minnesota
$4.19K +$67 +2 +2%
BWL
1117
Bogart Wealth LLC
Virginia
$3.83K – – –
FGA
1118
Fortis Group Advisors
New Jersey
$3.77K – – –
SP
1119
SWS Partners
Ohio
$3.64K +$3.91K +116 New
DF
1120
Dunhill Financial
United Kingdom
$3.58K +$810 +24 +27%
AS
1121
Altshuler Shaham
Israel
$3.46K +$337 +10 +10%
CAM
1122
Creekmur Asset Management
Illinois
$3.45K -$1.48K -44 -29%
PPA
1123
Painted Porch Advisors
California
$3.27K +$3.51K +104 New
EBA
1124
Eagle Bay Advisors
New York
$3.14K – – –
LIM
1125
Longfellow Investment Management
Massachusetts
$2.95K – – –