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Name Holding Trade Value Shares
Change
Change in
Stake
CW
3151
CrossGen Wealth
North Carolina
$19K – – –
YDMI
3152
Y.D. More Investments
Israel
$18.7K +$3.14K +10 +18%
CTWM
3153
Cherry Tree Wealth Management
Minnesota
$18.4K – – –
ISWM
3154
Intesa Sanpaolo Wealth Management
$18.4K – – –
KPP
3155
Kings Path Partners
Texas
$18.4K – – –
RG
3156
RHL Group
Michigan
$18.4K – – –
BC
3157
Bulwark Capital
Florida
$17.9K – – –
NOI
3158
Newton One Investments
Delaware
$17.9K – – –
AIA
3159
Arcadia Investment Advisors
Idaho
$17.6K – – –
CWP
3160
Clark Wealth Partners
Illinois
$17.3K – – –
CB
3161
Centennial Bank
Arkansas
$17.3K – – –
BW
3162
Bravera Wealth
North Dakota
$17K -$2.83K -9 -13%
CFG
3163
Clayton Financial Group
Missouri
$16.5K – – –
IA
3164
IFS Advisors
Kansas
$16.5K +$18.2K +58 New
RWM
3165
Raffa Wealth Management
District of Columbia
$15.9K +$1.26K +4 +8%
AF
3166
Align Financial
Minnesota
$15.6K -$5.31M -16,887 -100%
RTL
3167
Red Tortoise LLC
Georgia
$15.6K – – –
SFS
3168
Sunrise Financial Services
Washington
$15K – – –
AF
3169
Abound Financial
California
$14.8K +$2.83K +9 +21%
HNW
3170
High Note Wealth
Minnesota
$14.8K +$8.8K +28 +117%
BHWM
3171
Beaird Harris Wealth Management
Texas
$14.2K – – –
NF
3172
Napier Financial
Massachusetts
$14.2K +$15.7K +50 New
OAJ
3173
Ogorek Anthony Joseph
New York
$14K – – –
SA
3174
Seneschal Advisors
Washington
$13.4K -$5.66K -18 -28%
IWM
3175
IMG Wealth Management
Florida
$13.3K -$38.7K -123 -72%