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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1326
Duncker Streett & Co
Missouri
$38.4K – – –
CBT
1327
Crews Bank & Trust
Florida
$37.9K – – –
FDW
1328
Fourth Dimension Wealth
Ohio
$37.5K +$14.6K +186 +62%
CFD
1329
Creative Financial Designs
Indiana
$37.3K – – –
CT
1330
Colonial Trust
South Carolina
$36.7K -$4.79K -61 -11%
CCA
1331
Catalyst Capital Advisors
New York
$36.1K -$550 -7 -1%
SR
1332
Syntax Research
Florida
$35.9K – – –
BLC
1333
Brown, Lisle/Cummings
Rhode Island
$35.8K +$1.18K +15 +3%
PWA
1334
Physician Wealth Advisors
Utah
$35.8K +$2.91K +37 +9%
EWP
1335
Elevation Wealth Partners
California
$35.8K +$15.1K +192 +71%
JGCM
1336
Joseph Group Capital Management
Ohio
$35.7K +$13.9K +177 +62%
HNW
1337
High Note Wealth
Minnesota
$35.1K +$2.2K +28 +7%
ADL
1338
Asset Dedication LLC
California
$34.7K +$393 +5 +1%
GEA
1339
Glen Eagle Advisors
New Jersey
$33.6K – – –
BL
1340
BFSG LLC
California
$33.6K +$79 +1 +0.2%
AFC
1341
Ares Financial Consulting
California
$33.1K – – –
FCMT
1342
Founders Capital Management (Texas)
Texas
$32.8K +$3.77K +48 +13%
TCOV
1343
Trust Company of Vermont
Vermont
$32.4K +$33K +420 New
DFA
1344
DHJJ Financial Advisors
Illinois
$32.3K – – –
SIM
1345
Synergy Investment Management
Florida
$31.9K +$13.8K +176 +85%
BW
1346
Basepoint Wealth
Iowa
$31.6K +$79 +1 +0.2%
MA
1347
MCF Advisors
Kentucky
$31.5K – – –
HWP
1348
Highline Wealth Partners
California
$31.4K -$4.64K -59 -13%
BH
1349
Burk Holdings
Oklahoma
$31.3K +$314 +4 +1%
SGK
1350
Steigerwald Gordon & Koch
Virginia
$31.2K -$28.6K -364 -47%