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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
301
Basecamp Wealth Advisors
Washington
$706 -$998 -222 -48%
OA
302
Operose Advisors
Wisconsin
$636 – – –
FFO
303
Fortitude Family Office
Arizona
$530 +$620 +138 +321%
PWA
304
Physician Wealth Advisors
Utah
$507 -$989 -220 -56%
CFM
305
Cornerstone Financial Management
Massachusetts
$507 +$778 +173 New
CMA
306
Cedar Mountain Advisors
Oregon
$431 – – –
GFA
307
Godfrey Financial Associates
New York
$419 – – –
TFA
308
Transamerica Financial Advisors
Florida
$398 +$139 +31 +30%
AWM
309
Activest Wealth Management
Florida
$393 +$602 +134 New
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$322 -$584 -130 -54%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$317 -$4.15K -924 -90%
AF
312
Abound Financial
California
$293 – – –
SC
313
Swan Capital
Florida
$293 – – –
PMFA
314
Plante Moran Financial Advisors
Michigan
$284 +$436 +97 New
AW
315
Ankerstar Wealth
Texas
$246 +$90 +20 +31%
GSEP
316
Golden State Equity Partners
California
$199 – – –
CCMI
317
Creative Capital Management Investments
California
$117 +$180 +40 New
MCM
318
MV Capital Management
Maryland
$97 +$148 +33 New
CH
319
Cromwell Holdings
Wyoming
$73 -$103 -23 -48%
HI
320
Harbour Investments
Wisconsin
$47 +$49 +11 +220%
DCM
321
Davis Capital Management
Florida
$47 +$72 +16 New
RWM
322
RMG Wealth Management
Wisconsin
$42 +$49 +11 New
HIA
323
HFM Investment Advisors
New Jersey
$33 +$49 +11 New
RS
324
Rakuten Securities
Japan
$18 – – –
LI
325
LRI Investments
Florida
$18 +$27 +6 New