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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1301
Asset Dedication LLC
California
$33.2K +$5.57K +70 +19%
GEA
1302
Glen Eagle Advisors
New Jersey
$32.5K – – –
BL
1303
BFSG LLC
California
$32.4K -$4.29K -54 -11%
AFC
1304
Ares Financial Consulting
California
$32.2K – – –
NSIM
1305
North Star Investment Management
Illinois
$32K -$79 -1 -0.2%
HNW
1306
High Note Wealth
Minnesota
$31.9K +$2.07K +26 +6%
PWA
1307
Physician Wealth Advisors
Utah
$31.8K +$477 +6 +1%
DFA
1308
DHJJ Financial Advisors
Illinois
$31.2K – – –
BW
1309
Basepoint Wealth
Iowa
$30.5K +$79 +1 +0.2%
MCF Advisors
1310
MCF Advisors
Kentucky
$30.4K -$2.78K -35 -8%
BH
1311
Burk Holdings
Oklahoma
$29.9K +$32K +402 New
BTC
1312
Bank & Trust Company
Illinois
$29.9K – – –
CFP
1313
Comprehensive Financial Planning
Pennsylvania
$29.8K – – –
PIS
1314
POM Investment Strategies
North Carolina
$29.6K +$31.6K +397 New
FCMT
1315
Founders Capital Management (Texas)
Texas
$28.2K – – –
IWS
1316
Intentional Wealth Strategies
Colorado
$27.9K +$29.8K +375 New
JTBR
1317
James T. Borello RIA
Illinois
$27.6K +$14.3K +180 +95%
AG
1318
AmeriFlex Group
Nevada
$27.2K -$7.95K -100 -22%
KAS
1319
Kemnay Advisory Services
New York
$27K -$715 -9 -2%
EA
1320
Evergreen Advisors
Tennessee
$26.4K +$28.2K +355 New
GIA
1321
GHP Investment Advisors
Colorado
$25.1K – – –
KG
1322
Kilter Group
New York
$24.8K +$6.12K +77 +30%
MSWM
1323
Mowery & Schoenfeld Wealth Management
Illinois
$23.5K -$3.5K -44 -12%
FDW
1324
Fourth Dimension Wealth
Ohio
$22.4K -$11.3K -142 -32%
BWM
1325
Bernard Wealth Management
Michigan
$22.4K – – –