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Name Holding Trade Value Shares
Change
Change in
Stake
OW
1076
Olistico Wealth
Oklahoma
$5.54K
CAIM
1077
Catherine Avery Investment Management
Florida
$5.29K
DF
1078
Dunhill Financial
United Kingdom
$5.22K -$664 -21 -10%
MLA
1079
MB, Levis & Associates
Pennsylvania
$5.05K +$32 +1 +0.6%
BFP
1080
Briaud Financial Planning
Texas
$5K
BG
1081
Bollard Group
Massachusetts
$5K +$63 +2 +1%
RWM
1082
Ruedi Wealth Management
Illinois
$4.87K
LI
1083
Louisbourg Investments
New Brunswick, Canada
$4.85K +$5.54K +175 New
FGA
1084
Fortis Group Advisors
New Jersey
$4.68K
SWA
1085
SOA Wealth Advisors
New York
$4.49K
CFS
1086
Compass Financial Services
Iowa
$4.43K +$5.06K +160 New
SWIM
1087
Smallwood Wealth Investment Management
New Jersey
$4.43K +$5.06K +160 New
MFT
1088
Moisand Fitzgerald Tamayo
Florida
$4.26K
SIS
1089
Strategic Investment Solutions
Illinois
$4.24K +$4.84K +153 New
HH
1090
HWG Holdings
Texas
$4.07K +$4.65K +147 New
PPWM
1091
PFG Private Wealth Management
Florida
$4.01K
FIA
1092
FNY Investment Advisers
New York
$4K +$5.44K +172 New
MMCM
1093
Murphy & Mullick Capital Management
New York
$3.99K +$4.56K +144 New
MIM
1094
Marshall Investment Management
Colorado
$3.88K +$4.43K +140 New
M
1095
MOTCO
Texas
$3.82K -$13.4K -425 -75%
HNW
1096
High Note Wealth
Minnesota
$3.79K
BA
1097
Bellwether Advisors
Nebraska
$3.57K
CSB
1098
City State Bank
Iowa
$3.54K
PSFG
1099
Park Square Financial Group
Georgia
$3.32K
WA
1100
Whipplewood Advisors
Colorado
$3.24K -$2.91K -92 -79%