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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1076
Frazier Financial Advisors
Ohio
$12.7K -$9.37K -266 -43%
NFA
1077
Northwest Financial Advisors
Virginia
$12.1K +$11.9K +338 New
RCM
1078
Raleigh Capital Management
North Carolina
$12K +$705 +20 +6%
CPG
1079
Cornerstone Planning Group
New Jersey
$11.4K -$5.57K -158 -34%
SWC
1080
Spectrum Wealth Counsel
Indiana
$11.2K +$881 +25 +9%
W
1081
WealthCollab
Washington
$11.2K – – –
FFO
1082
Fortitude Family Office
Arizona
$11.1K – – –
PWMG
1083
Private Wealth Management Group
New Jersey
$10.9K +$70 +2 +0.7%
WAM
1084
WFA Asset Management
Wisconsin
$10.8K – – –
FPFS
1085
First Personal Financial Services
North Carolina
$10.7K – – –
PFG
1086
Peterson Financial Group
Iowa
$10.2K +$9.97K +283 New
PCMC
1087
Planning Capital Management Corporation
Pennsylvania
$10.2K +$5.99K +170 +150%
HWA
1088
HHM Wealth Advisors
Tennessee
$10K -$6.66K -189 -40%
TCM
1089
Tradewinds Capital Management
Washington
$9.87K +$9.69K +275 New
TCPG
1090
Trivant Custom Portfolio Group
California
$9.87K +$9.69K +275 New
BOC
1091
Bull Oak Capital
California
$9.76K +$9.58K +272 New
GJWM
1092
Gilliland Jeter Wealth Management
Arkansas
$9.51K – – –
SWA
1093
SOA Wealth Advisors
New York
$9.32K -$5.29K -150 -37%
OP
1094
ORG Partners
Indiana
$9.17K -$58.4K -1,658 -87%
CA
1095
Crewe Advisors
Utah
$9.11K – – –
HIA
1096
Harbor Investment Advisory
Maryland
$8.72K – – –
FGC
1097
Financial Gravity Companies
Texas
$8.32K +$8.18K +232 New
CIR
1098
Clear Investment Research
Georgia
$8.3K +$70 +2 +0.9%
GBT
1099
Grove Bank & Trust
Florida
$8.29K +$8.14K +231 New
CTWM
1100
Cherry Tree Wealth Management
Minnesota
$8.14K – – –