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Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$8.37K +$104 +2 +1%
MWA
402
Medallion Wealth Advisors
Connecticut
$7.61K
RF
403
Rossby Financial
Florida
$6.95K -$1.5K -29 -17%
CFO
404
CVA Family Office
Colorado
$6.79K +$5.85K +113 +538%
NA
405
NewEdge Advisors
Louisiana
$6.44K
AssetMark Inc
406
AssetMark Inc
California
$5.63K -$7.15K -138 -55%
APFP
407
Action Point Financial Planning
Michigan
$5.12K +$5.33K +103 New
BWL
408
Bogart Wealth LLC
Virginia
$5.07K -$466 -9 -8%
DB
409
Danske Bank
Denmark
$5.07K
SIS
410
Strategic Investment Solutions
Illinois
$5.07K
TFA
411
Toth Financial Advisory
Virginia
$5.07K
CFM
412
Compass Financial Management
Florida
$5.07K +$5.18K +100 New
CNBTD
413
Citizens National Bank Trust Department
Mississippi
$5.02K
HIA
414
Harbor Investment Advisory
Maryland
$4.97K
RWM
415
RMG Wealth Management
Wisconsin
$4.8K -$1.66K -32 -24%
HC
416
Hurley Capital
New York
$4.77K
AFC
417
Ares Financial Consulting
California
$4.51K
HNW
418
High Note Wealth
Minnesota
$4.26K
BGAI
419
Bruce G. Allen Investments
Colorado
$3.96K
SL
420
Salomon & Ludwin
Virginia
$3.95K
PMFA
421
Plante Moran Financial Advisors
Michigan
$3.65K
EP
422
Evelyn Partners
$3.65K +$3.73K +72 New
BAM
423
Byrne Asset Management
New Jersey
$3.55K
PK
424
Pflug Koory
Nebraska
$3.55K
FFO
425
Fortitude Family Office
Arizona
$3.3K +$104 +2 +3%