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Name Holding Trade Value Shares
Change
Change in
Stake
FP
501
Financial Perspectives
Minnesota
$6.46K – – –
KWM
502
Kiker Wealth Management
Georgia
$6.43K +$6.15K +625 New
Kestra Investment Management
503
Kestra Investment Management
Texas
$6.16K +$5.9K +599 New
KA
504
Kozak & Associates
Colorado
$5.96K – – –
SFGP
505
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.32K – – –
OIA
506
Optimum Investment Advisors
Illinois
$5.14K – – –
BFP
507
Briaud Financial Planning
Texas
$5K – – –
MCF Advisors
508
MCF Advisors
Kentucky
$4.94K – – –
CWM
509
Compass Wealth Management
Connecticut
$4.68K – – –
FFO
510
Fortitude Family Office
Arizona
$4.67K -$9.09K -923 -67%
CWM
511
Centricity Wealth Management
Ohio
$4.58K – – –
Country Trust Bank
512
Country Trust Bank
Illinois
$4.37K +$4.18K +425 New
PWA
513
Provenance Wealth Advisors
Florida
$4.29K – – –
PWA
514
Physician Wealth Advisors
Utah
$4.18K -$23K -2,338 -85%
AIM
515
Anchor Investment Management
South Carolina
$4.12K – – –
AT
516
Arlington Trust
Alabama
$4.12K – – –
NCM
517
Northwest Capital Management
Oregon
$4.12K – – –
ADL
518
Asset Dedication LLC
California
$4.08K +$394 +40 +11%
BLC
519
Brown, Lisle/Cummings
Rhode Island
$4.04K +$915 +93 +31%
BC
520
Broadwater Capital
Massachusetts
$3.86K – – –
GIA
521
GHP Investment Advisors
Colorado
$3.86K – – –
PMFA
522
Plante Moran Financial Advisors
Michigan
$3.84K – – –
RWM
523
Raffa Wealth Management
District of Columbia
$3.79K – – –
MEG
524
Millstone Evans Group
Colorado
$3.71K – – –
SS
525
Sunbelt Securities
Texas
$3.65K -$1.48K -150 -30%