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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
1001
DiNuzzo Private Wealth
Pennsylvania
$34.4K – – –
SPF
1002
South Plains Financial
Texas
$32.9K – – –
CT
1003
Caldwell Trust
Florida
$32.4K +$24.3K +200 New
TIAAOA
1004
Teachers Insurance & Annuity Association of America
New York
$32.4K +$24.3K +200 New
B
1005
Bayban
Minnesota
$31.4K -$7.28K -60 -24%
RCM
1006
Raleigh Capital Management
North Carolina
$30.8K +$23K +190 New
MG
1007
Mather Group
Illinois
$30.1K – – –
BTD
1008
BankPlus Trust Department
Mississippi
$29.3K – – –
FDCP
1009
Foster Dykema Cabot & Partners
Massachusetts
$29.3K – – –
DF
1010
Dunhill Financial
United Kingdom
$28.8K – – –
SIC
1011
SJS Investment Consulting
Ohio
$27.6K -$121 -1 -0.6%
UFPG
1012
United Financial Planning Group
New York
$27.2K +$20.4K +168 New
AUB
1013
Atlantic Union Bankshares
Virginia
$26.7K +$19K +157 +1,963%
AWM
1014
Abound Wealth Management
Tennessee
$26.1K +$121 +1 +0.6%
HNW
1015
High Note Wealth
Minnesota
$25.4K +$2.3K +19 +14%
PPC
1016
Park Place Capital
Alabama
$25.3K -$18.1K -149 -49%
CIM
1017
Contravisory Investment Management
Massachusetts
$25.1K -$23.6K -195 -56%
KFA
1018
Kelleher Financial Advisors
New York
$24K +$17.9K +148 New
VWA
1019
Valued Wealth Advisors
Utah
$22.7K +$2.91K +24 +21%
DJSG
1020
D.J. St. Germain
Massachusetts
$22.4K – – –
KFG
1021
Kingdom Financial Group
Arizona
$22.4K +$13.2K +109 +376%
BFS
1022
Bare Financial Services
Pennsylvania
$21.7K +$9.22K +76 +131%
LI
1023
LRI Investments
Florida
$21.4K +$3.88K +32 +32%
CMA
1024
Cedar Mountain Advisors
Oregon
$20.9K – – –
CBT
1025
Crews Bank & Trust
Florida
$20.3K – – –
39 40
41
42 43