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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1201
Vision Financial Markets
Connecticut
$28.6K +$30.3K +169 New
ITIM
1202
Indiana Trust & Investment Management
Indiana
$27.9K +$2.69K +15 +10%
MAS
1203
MPWM Advisory Solutions
Georgia
$27.9K +$29.6K +165 New
CP
1204
Castleview Partners
Texas
$27.9K +$17.4K +97 +143%
CWM
1205
Crowley Wealth Management
Delaware
$27.8K +$29.4K +164 New
FFO
1206
Fortitude Family Office
Arizona
$27.6K +$9.15K +51 +46%
FA
1207
Financial Avengers
California
$26.8K +$179 +1 +0.6%
PFG
1208
Putney Financial Group
California
$25.4K +$26.9K +150 New
MMG
1209
Monetary Management Group
Missouri
$25.4K
MC
1210
Montag & Caldwell
Georgia
$25.4K +$26.9K +150 New
HWM
1211
Hemington Wealth Management
Virginia
$25K +$717 +4 +3%
LFG
1212
Larson Financial Group
Missouri
$24.1K +$6.82K +38 +37%
API
1213
Asset Planning Inc
California
$23.6K +$24.9K +139 New
KIM
1214
Kestra Investment Management
Texas
$23K -$525K -2,929 -96%
GCM
1215
GKV Capital Management
California
$22.4K +$23.7K +132 New
PP
1216
PFS Partners
New Jersey
$22.2K +$179 +1 +0.8%
RA
1217
Rise Advisors
New York
$21.8K +$179 +1 +0.8%
CA
1218
Crewe Advisors
Utah
$20.3K -$10.8K -60 -33%
PIS
1219
POM Investment Strategies
North Carolina
$20.3K
NECFA
1220
New England Capital Financial Advisors
Connecticut
$20.1K +$179 +1 +0.8%
PCWA
1221
Pacific Capital Wealth Advisors
California
$19K
BFS
1222
Burkett Financial Services
South Carolina
$18.9K
FLP
1223
Financial Life Planners
Arizona
$18.9K +$19.9K +111 New
WBC
1224
West Branch Capital
Massachusetts
$18.3K
CAS
1225
Coppell Advisory Solutions
Texas
$18.2K