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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
2501
Walled Lake Planning & Wealth Management
Illinois
$137K -$2.21K -37 -2%
CM
2502
Castleark Management
Illinois
$132K – – –
PCFFS
2503
Pacific Center for Financial Services
California
$132K – – –
TFGT
2504
TS Financial Group (TSFG)
Illinois
$124K -$2.75K -46 -2%
CFG
2505
CKW Financial Group
Hawaii
$122K – – –
KFS
2506
Kelly Financial Services
Massachusetts
$121K +$1.2K +20 +1%
AIM
2507
Arcadia Investment Management
Michigan
$120K – – –
YAL
2508
Your Advocates Ltd
Texas
$120K +$96.3K +1,610 +400%
CWC
2509
Carolinas Wealth Consulting
North Carolina
$118K +$118K +1,965 New
CMBA
2510
C.M. Bidwell & Associates
Hawaii
$113K -$223K -3,730 -66%
LFG
2511
Larson Financial Group
Missouri
$111K -$22.2K -371 -17%
AJ
2512
Ashburton (Jersey)
Jersey
$111K – – –
AW
2513
Avion Wealth
Texas
$110K -$25.1K -420 -19%
JWBC
2514
John W. Brooker & Co
California
$108K -$5.98K -100 -5%
DWA
2515
Dougherty Wealth Advisers
Minnesota
$108K – – –
NEAM
2516
New England Asset Management
Connecticut
$108K – – –
RAM
2517
Riggs Asset Management
Pennsylvania
$107K -$2.99K -50 -3%
PO
2518
Private Ocean
California
$103K -$7.18K -120 -6%
SC
2519
Steph & Co
Wisconsin
$103K +$43.8K +732 +74%
SA
2520
SRH Advisors
Kansas
$99K +$478 +8 +0.5%
BCA
2521
Bray Capital Advisors
Florida
$96K – – –
MAWCM
2522
Mine & Arao Wealth Creation & Management
California
$95K +$179 +3 +0.2%
RG
2523
Retirement Group
California
$94K +$93.6K +1,566 New
SQA
2524
Simon Quick Advisors
New Jersey
$88K -$53.8K -899 -38%
SL
2525
Savior LLC
Massachusetts
$88K +$1.38K +23 +2%