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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1001
JDM Financial Group
Texas
$2.73K
BWM
1002
Bullock Wealth Management
Indiana
$2.72K +$2.8K +53 New
MSG
1003
Main Street Group
Virginia
$2.62K
GA
1004
GoalVest Advisory
New York
$2.62K +$2.64K +50 New
APW
1005
Allied Private Wealth
Florida
$2.57K +$2.59K +49 New
NWS
1006
Nvest Wealth Strategies
Ohio
$2.52K -$317 -6 -11%
SIS
1007
Strategic Investment Solutions
Illinois
$2.46K
HHGA
1008
Halbert Hargrove Global Advisors
California
$2.42K +$2.43K +46 New
CFG
1009
CKW Financial Group
Hawaii
$2K +$1.75K +33 New
POIA
1010
Pin Oak Investment Advisors
Texas
$2K +$1.75K +33 New
VWA
1011
Valued Wealth Advisors
Utah
$1.96K
HIA
1012
Highland Investment Advisors
Florida
$1.83K +$1.85K +35 New
ECA
1013
Elevated Capital Advisors
Utah
$1.78K
HIW
1014
Holos Integrated Wealth
Pennsylvania
$1.71K
BWS
1015
Buck Wealth Strategies
Colorado
$1.68K +$1.69K +32 New
CT
1016
Caldwell Trust
Florida
$1.57K +$1.59K +30 New
WA
1017
Westfuller Advisors
New York
$1.48K -$688 -13 -32%
RJA
1018
Ross\Johnson & Associates
Minnesota
$1.26K
KFAS
1019
Keating Financial Advisory Services
Kansas
$1.26K +$1.27K +24 New
FG
1020
Fairman Group
Pennsylvania
$1.06K
TFA
1021
Toth Financial Advisory
Virginia
$996
BIM
1022
Breakwater Investment Management
Washington
$944 +$952 +18 New
MWM
1023
Mascoma Wealth Management
New Hampshire
$944 +$952 +18 New
MS
1024
Monetary Solutions
Ohio
$891 +$899 +17 New
MIM
1025
Marshall Investment Management
Colorado
$839 +$846 +16 New