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Name Holding Trade Value Shares
Change
Change in
Stake
OA
301
Operose Advisors
Wisconsin
$636
FFO
302
Fortitude Family Office
Arizona
$530 +$620 +138 +321%
PWA
303
Physician Wealth Advisors
Utah
$507 -$989 -220 -56%
CFM
304
Cornerstone Financial Management
Massachusetts
$507 +$778 +173 New
CMA
305
Cedar Mountain Advisors
Oregon
$431
GFA
306
Godfrey Financial Associates
New York
$419
TFA
307
Transamerica Financial Advisors
Florida
$398 +$139 +31 +30%
AWM
308
Activest Wealth Management
Florida
$393 +$602 +134 New
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$322 -$584 -130 -54%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$317 -$4.15K -924 -90%
AF
311
Abound Financial
California
$293
SC
312
Swan Capital
Florida
$293
PMFA
313
Plante Moran Financial Advisors
Michigan
$284 +$436 +97 New
AW
314
Ankerstar Wealth
Texas
$246 +$90 +20 +31%
GSEP
315
Golden State Equity Partners
California
$199
CCMI
316
Creative Capital Management Investments
California
$117 +$180 +40 New
MCM
317
MV Capital Management
Maryland
$97 +$148 +33 New
CH
318
Cromwell Holdings
Wyoming
$73 -$103 -23 -48%
HI
319
Harbour Investments
Wisconsin
$47 +$49 +11 +220%
DCM
320
Davis Capital Management
Florida
$47 +$72 +16 New
RWM
321
RMG Wealth Management
Wisconsin
$42 +$49 +11 New
HIA
322
HFM Investment Advisors
New Jersey
$33 +$49 +11 New
RS
323
Rakuten Securities
Japan
$18
LI
324
LRI Investments
Florida
$18 +$27 +6 New
DF
325
DecisionPoint Financial
Arizona
$15 +$22 +5 New