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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Strive Financial Group
Indiana
$26.4K -$49.6K -77 -62%
WG
652
Wellington Group
Indiana
$25K
CA
653
Continuum Advisory
Idaho
$24.7K +$28.4K +44 New
HCA
654
Harbor Capital Advisors
Illinois
$23K -$2.58K -4 -9%
JWA
655
JFS Wealth Advisors
Pennsylvania
$22.5K
CIM
656
Contravisory Investment Management
Massachusetts
$22.5K -$644 -1 -2%
CT
657
Caldwell Trust
Florida
$22.5K +$25.8K +40 New
APFP
658
Action Point Financial Planning
Michigan
$22.5K +$28.4K +44 New
CWP
659
Clark Wealth Partners
Illinois
$21.9K
BWL
660
Bogart Wealth LLC
Virginia
$21.9K +$19.3K +30 +333%
EWM
661
Evolution Wealth Management
Florida
$21.4K -$324K -502 -93%
AUB
662
Atlantic Union Bankshares
Virginia
$20.8K +$23.8K +37 New
FIM
663
FWL Investment Management
Texas
$19.7K +$22.6K +35 New
TPCW
664
TD Private Client Wealth
New York
$19.1K -$36.7K -57 -63%
CMA
665
Cedar Mountain Advisors
Oregon
$19.1K
FFO
666
Fortitude Family Office
Arizona
$19.1K
SWP
667
Strategic Wealth Partners
Ohio
$19.1K +$1.29K +2 +6%
KFAS
668
Keating Financial Advisory Services
Kansas
$19.1K +$4.51K +7 +26%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$17.4K -$1.29K -2 -6%
BWA
670
Basecamp Wealth Advisors
Washington
$17.4K +$644 +1 +3%
WWM
671
Wolff Wiese Magana
California
$16.9K
SL
672
Salomon & Ludwin
Virginia
$15.9K
JSAM
673
J. Safra Asset Management
New York
$15.7K +$1.29K +2 +8%
CWIG
674
Chung Wu Investment Group
Texas
$14.1K
LI
675
LRI Investments
Florida
$14.1K +$9.02K +14 +127%