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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
3551
BBJS Financial Advisors
Washington
$67.1K +$66.5K +195 New
RWMG
3552
Redwood Wealth Management Group
New Jersey
$67.1K +$66.5K +195 New
RWM
3553
Raffa Wealth Management
District of Columbia
$66.1K
OAJ
3554
Ogorek Anthony Joseph
New York
$66K -$16K -47 -20%
GWMI
3555
Guardian Wealth Management (Illinois)
Illinois
$62.4K +$341 +1 +0.6%
TC
3556
Tacita Capital
Ontario, Canada
$62K
UOTTAIMCU
3557
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$62K
LFASL
3558
Lugano Financial Advisors SA (LFA)
Switzerland
$62K +$61.4K +180 New
TCM
3559
TruNorth Capital Management
Michigan
$61.5K +$30.7K +90 +101%
CWM
3560
CarsonAllaria Wealth Management
Illinois
$61.1K -$6.48K -19 -10%
YAL
3561
Your Advocates Ltd
Texas
$56.8K
SP
3562
SWS Partners
Ohio
$54.8K +$54.2K +159 New
RDIA
3563
RE Dickinson Investment Advisors
Iowa
$54.6K
MLA
3564
MB, Levis & Associates
Pennsylvania
$54K +$341 +1 +0.6%
SFA
3565
Semmax Financial Advisors
North Carolina
$52.6K +$26.9K +79 +111%
GAG
3566
Goodman Advisory Group
Massachusetts
$52.3K
AFIA
3567
America First Investment Advisors
Nebraska
$51.6K
SWM
3568
Sanctuary Wealth Management
Idaho
$50.6K
LFA
3569
Legend Financial Advisors
Pennsylvania
$49.2K -$3.75K -11 -7%
KHC
3570
Koesten Hirschmann & Crabtree
Kansas
$48.7K
SIS
3571
Strategic Investment Solutions
Illinois
$47.1K +$43.7K +128 New
QL
3572
Quarry LP
New York
$46.8K +$12.3K +36 +36%
TWD
3573
True Wealth Design
Ohio
$46.5K -$50.1K -147 -52%
ATC
3574
Advantage Trust Company
Kansas
$40.3K
DP
3575
Denver PWM
Colorado
$40K +$39.6K +116 New