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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1351
SOA Wealth Advisors
New York
$5.64K – – –
MBFW
1352
Morton Brown Family Wealth
Pennsylvania
$5.18K – – –
CA
1353
Continuum Advisory
Idaho
$5.05K +$583 +3 +12%
MFG
1354
Mendota Financial Group
Wisconsin
$4.79K -$69.4K -357 -93%
FIM
1355
FWL Investment Management
Texas
$4.79K -$37.9K -195 -89%
ETS
1356
ESL Trust Services
New York
$4.41K – – –
NRG
1357
Nemes Rush Group
Michigan
$4.28K – – –
AW
1358
Avion Wealth
Texas
$4K -$778 -4 -15%
AWM
1359
Abound Wealth Management
Tennessee
$3.84K – – –
KC
1360
Knuff & Co
California
$3.64K +$3.69K +19 New
HWM
1361
HighMark Wealth Management
Minnesota
$3.45K – – –
RWM
1362
Raffa Wealth Management
District of Columbia
$3.45K – – –
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$3.26K -$194 -1 -6%
CIA
1364
Cape Investment Advisory
Georgia
$3.08K – – –
KLWA
1365
Kelly Lawrence W & Associates
California
$3.07K – – –
PCM
1366
Penserra Capital Management
California
$3K – – –
GWMI
1367
Guardian Wealth Management (Illinois)
Illinois
$2.88K – – –
LIS
1368
Legacy Investment Solutions
Idaho
$2.77K +$2.92K +15 New
LWMI
1369
Legacy Wealth Management (Idaho)
Idaho
$2.77K +$2.92K +15 New
AP
1370
Aspect Partners
Virginia
$2.69K – – –
LG
1371
LAM Group
Oregon
$2.49K – – –
SIC
1372
SJS Investment Consulting
Ohio
$2.3K +$389 +2 +20%
DPW
1373
DiNuzzo Private Wealth
Pennsylvania
$2.11K +$389 +2 +22%
SC
1374
Swan Capital
Florida
$1.96K +$1.94K +10 New
CUAMC
1375
China Universal Asset Management Company
China
$1.92K – – –