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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1301
SouthState Corp
Florida
$35K +$1.54K +34 +5%
RFG
1302
REAP Financial Group
Texas
$34.9K +$272 +6 +0.8%
FP
1303
Financial Perspectives
Minnesota
$34.1K +$182 +4 +0.6%
JWA
1304
JFS Wealth Advisors
Pennsylvania
$34K -$15.1K -332 -32%
CYG
1305
Clean Yield Group
Vermont
$33.4K – – –
SWA
1306
SOA Wealth Advisors
New York
$33.1K +$3.54K +78 +13%
RTC
1307
Riverview Trust Company
Washington
$32.2K – – –
Walleye Capital
1308
Walleye Capital
New York
$32.1K -$922K -20,315 -97%
BWA
1309
Basecamp Wealth Advisors
Washington
$31.8K – – –
PWMG
1310
Private Wealth Management Group
New Jersey
$31.6K +$726 +16 +2%
SFCL
1311
Strengthening Families & Communities LLC
Massachusetts
$29.3K +$5.67K +125 +26%
GEA
1312
Glen Eagle Advisors
New Jersey
$29.2K +$136 +3 +0.5%
BGAI
1313
Bruce G. Allen Investments
Colorado
$28.9K +$1.36K +30 +5%
MP
1314
McDonald Partners
Ohio
$28.8K +$27.2K +600 New
MFP
1315
Meramec Financial Planners
Missouri
$28.6K – – –
SIM
1316
Synergy Investment Management
Florida
$28.2K -$1.18K -26 -4%
PP
1317
Pacifica Partners
Canada
$27.9K – – –
MA
1318
Montag & Associates
Georgia
$27.5K – – –
HFM
1319
Hartford Financial Management
Connecticut
$27.2K -$13.3K -293 -34%
MSWM
1320
Mowery & Schoenfeld Wealth Management
Illinois
$26.3K – – –
CMP
1321
Coston McIsaac & Partners
Maine
$26K – – –
TTIC
1322
Tower Trust & Investment Company
Iowa
$25.2K – – –
JWM
1323
JPL Wealth Management
Colorado
$25.1K +$953 +21 +4%
BWL
1324
Bogart Wealth LLC
Virginia
$25K +$3.81K +84 +19%
MAM
1325
Meeder Asset Management
Ohio
$24.5K +$4.36K +96 +23%