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Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
1926
Guardian Wealth Management (Illinois)
Illinois
$10K +$9.17K +99 New
AW
1927
Avion Wealth
Texas
$9K -$55.3K -597 -87%
WOC
1928
West Oak Capital
California
$9K
TCG
1929
Transcendent Capital Group
Oklahoma
$8.68K +$7.88K +85 New
NCM
1930
Northwest Capital Management
Oregon
$8.31K +$7.23K +78 +2,600%
CPA
1931
Clear Point Advisors
New York
$8.3K +$7.5K +81 New
LFA
1932
Livelsberger Financial Advisory
Ohio
$7.93K +$7.23K +78 New
NOI
1933
Newton One Investments
Delaware
$7.93K
AIA
1934
Arcadia Investment Advisors
Idaho
$7.91K
GAMC
1935
Garner Asset Management Corp
Texas
$7.9K +$6.58K +71 New
RF
1936
Robbins Farley
New Hampshire
$7.53K
TWD
1937
True Wealth Design
Ohio
$7.53K
CTB
1938
Country Trust Bank
Illinois
$7.15K
RTL
1939
Red Tortoise LLC
Georgia
$7.02K
PCMC
1940
Planning Capital Management Corporation
Pennsylvania
$7.02K +$6.39K +69 New
TAM
1941
Tucker Asset Management
Colorado
$6.89K -$7.13K -77 -53%
EWP
1942
Elevation Wealth Partners
California
$6.86K
MIA
1943
MeadowBrook Investment Advisors
Michigan
$6.25K +$5.65K +61 New
FGAM
1944
Financial Gravity Asset Management
Texas
$5.36K +$4.91K +53 New
PS
1945
PayPay Securities
Japan
$4.87K +$741 +8 +20%
CI
1946
Cordant Inc
Oregon
$4.75K +$4.26K +46 New
GWMIA
1947
Global Wealth Management Investment Advisory
Florida
$4.72K
JGIA
1948
Jackson Grant Investment Advisers
Connecticut
$4.72K
DWM
1949
Dogwood Wealth Management
Kansas
$4.64K +$4.17K +45 New
KSWA
1950
Kathleen S. Wright Associates
Pennsylvania
$4.34K -$556 -6 -12%