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Name Holding Trade Value Shares
Change
Change in
Stake
HF
2901
Halpern Financial
Virginia
$29.5K +$29.6K +90 New
IWP
2902
IAG Wealth Partners
Wisconsin
$29K
APP
2903
Alpha Paradigm Partners
Illinois
$29K +$28.6K +87 New
CAC
2904
Core Alternative Capital
Georgia
$29K +$29.2K +89 New
RIA
2905
RPG Investment Advisory
California
$28K
BA
2906
Bellwether Advisors
Nebraska
$26K +$5.25K +16 +25%
GM
2907
GeoWealth Management
Illinois
$24K -$42.4K -129 -64%
TLFA
2908
True Link Financial Advisors
California
$23K
MG
2909
MilWealth Group
Wisconsin
$22.6K +$22.7K +69 New
TJHA
2910
Thomas J. Herzfeld Advisors
Florida
$21K -$2.3K -7 -10%
MIM
2911
Macroview Investment Management
Maryland
$20K +$10.2K +31 +107%
PPWM
2912
PFG Private Wealth Management
Florida
$20K +$19.7K +60 New
Baillie Gifford & Co
2913
Baillie Gifford & Co
United Kingdom
$18K -$1.64K -5 -8%
DWMG
2914
DB Wealth Management Group
California
$18K
BCPWM
2915
Bradley & Co Private Wealth Management
Florida
$16K
FA
2916
Financial Advantage
Maryland
$16K
RG
2917
Retirement Group
California
$15K +$4.92K +15 +50%
RTL
2918
Red Tortoise LLC
Georgia
$15K +$17.4K +53 New
MS
2919
Mizuho Securities
Japan
$14K -$49.6K -151 -79%
CPFP
2920
Clear Perspectives Financial Planning
Ohio
$13K +$13.1K +40 New
MFA
2921
McClarren Financial Advisors
Pennsylvania
$13K +$13.1K +40 New
LAM
2922
Lountzis Asset Management
Pennsylvania
$12.5K
EAM
2923
Eukles Asset Management
Ohio
$11K -$120K -365 -91%
BBHC
2924
Brown Brothers Harriman & Co
New York
$10.4K -$54.5K -166 -0.5%
TWP
2925
TFO Wealth Partners
Ohio
$10K +$10.2K +31 New