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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1801
Cedar Mountain Advisors
Oregon
$29.4K – – –
OWP
1802
ORG Wealth Partners
Texas
$29.1K +$6.54K +18 +24%
OAJ
1803
Ogorek Anthony Joseph
New York
$29K – – –
WAS
1804
Winch Advisory Services
Wisconsin
$28.8K – – –
BT
1805
Banque Transatlantique
France
$27.4K – – –
KAS
1806
Kemnay Advisory Services
New York
$27.2K – – –
SC
1807
Solstein Capital
California
$26.6K – – –
GCP
1808
Gill Capital Partners
Colorado
$26.6K – – –
DWM
1809
Darwin Wealth Management
Florida
$26.3K – – –
RRMM
1810
Regatta Research & Money Management
Louisiana
$26.2K +$30.5K +84 New
HB
1811
Horizon Bancorp
Indiana
$26K – – –
PWMG
1812
Prestige Wealth Management Group
New Jersey
$25.1K – – –
GGI
1813
Godsey & Gibb Inc
Virginia
$25.1K – – –
EWP
1814
Elevation Wealth Partners
California
$24.4K +$9.45K +26 +50%
CA
1815
Continuum Advisory
Idaho
$24.4K +$28.3K +78 New
CTWM
1816
Cherry Tree Wealth Management
Minnesota
$24.1K -$9.08K -25 -25%
NECFA
1817
New England Capital Financial Advisors
Connecticut
$23.8K – – –
HCA
1818
Harbor Capital Advisors
Illinois
$23K +$1.45K +4 +6%
RWM
1819
RMG Wealth Management
Wisconsin
$22.9K – – –
B
1820
Bayban
Minnesota
$22.9K – – –
BWS
1821
Buck Wealth Strategies
Colorado
$22.9K +$26.5K +73 New
DF
1822
Downshift Financial
Colorado
$22.2K +$25.8K +71 New
HCM
1823
Hollencrest Capital Management
California
$22K – – –
JFA
1824
JNBA Financial Advisors
Minnesota
$21.6K +$1.45K +4 +6%
FDCP
1825
Foster Dykema Cabot & Partners
Massachusetts
$21.1K – – –