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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1201
Beaird Harris Wealth Management
Texas
$29.1K
TFIPS
1202
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.1K
VFM
1203
Vision Financial Markets
Connecticut
$28.9K
FA
1204
Financial Avengers
California
$28.7K +$1.64K +10 +6%
ITIM
1205
Indiana Trust & Investment Management
Indiana
$28.2K
PG
1206
Proffitt & Goodson
Tennessee
$28.2K +$27K +165 New
CWM
1207
Crowley Wealth Management
Delaware
$28K
MMG
1208
Monetary Management Group
Missouri
$25.7K
MC
1209
Montag & Caldwell
Georgia
$25.7K
API
1210
Asset Planning Inc
California
$24K +$164 +1 +0.7%
PMFA
1211
Plante Moran Financial Advisors
Michigan
$23.3K +$6.71K +41 +43%
VWWMG
1212
Vermillion & White Wealth Management Group
Pennsylvania
$23.3K +$22.3K +136 New
GCM
1213
GKV Capital Management
California
$22.6K
RFG
1214
REAP Financial Group
Texas
$22.5K +$8.35K +51 +63%
PP
1215
PFS Partners
New Jersey
$22.4K
IAS
1216
IMA Advisory Services
Colorado
$21.4K +$20.5K +125 New
CA
1217
Crewe Advisors
Utah
$20.5K
NECFA
1218
New England Capital Financial Advisors
Connecticut
$20.4K +$164 +1 +0.8%
RA
1219
Rise Advisors
New York
$20.3K -$1.64K -10 -8%
FNWA
1220
Financial Network Wealth Advisors
Utah
$19.3K +$18.5K +113 New
BFS
1221
Burkett Financial Services
South Carolina
$19.2K +$164 +1 +0.9%
HIA
1222
Harbor Investment Advisory
Maryland
$19.2K +$1.97K +12 +12%
WBC
1223
West Branch Capital
Massachusetts
$18.5K
CIAS
1224
CBIZ Investment Advisory Services
Ohio
$18.3K +$1.15K +7 +7%
IRC
1225
Investors Research Corp
Georgia
$17.8K