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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1951
Comprehensive Financial Planning
Pennsylvania
$7.39K +$8.32K +369 New
HCM
1952
Horrell Capital Management
Arkansas
$7K – – –
EFMH
1953
E Fund Management (HK)
Hong Kong
$7K +$6.38K +283 +442%
RF
1954
Robinswood Financial
Washington
$6.9K – – –
IHWM
1955
Iron Horse Wealth Management
Iowa
$6.88K -$518 -23 -6%
DRP
1956
Decker Retirement Planning
Utah
$6.84K +$7.69K +341 New
FFA
1957
Fairfield Financial Advisors
Massachusetts
$6.74K -$17.6K -780 -70%
HC
1958
Hoese & Co
Minnesota
$6.73K – – –
T
1959
Tidemark
California
$6.72K – – –
CWM
1960
Centricity Wealth Management
Ohio
$6.62K +$7.44K +330 New
FA
1961
Fedenia Advisers
Wisconsin
$6.38K +$7.17K +318 New
RFG
1962
REAP Financial Group
Texas
$6.19K +$2.21K +98 +46%
SFO
1963
Standard Family Office
South Dakota
$5.96K -$8.93K -396 -57%
ACM
1964
Anfield Capital Management
California
$5.79K -$518 -23 -7%
VWWMG
1965
Vermillion & White Wealth Management Group
Pennsylvania
$5.43K – – –
CT
1966
Coastline Trust
Rhode Island
$5.11K – – –
PLU
1967
Performa Ltd (US)
South Carolina
$5.01K -$3.9K -173 -41%
FMTCOCP
1968
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K -$18.9K -840 -77%
CWP
1969
Clark Wealth Partners
Illinois
$4.88K +$5.48K +243 New
BFS
1970
Burkett Financial Services
South Carolina
$4.79K -$6.76K -300 -56%
CAC
1971
Core Alternative Capital
Georgia
$4.71K – – –
IA
1972
IFS Advisors
Kansas
$4.71K – – –
PS
1973
PayPay Securities
Japan
$4.51K +$3.09K +137 +156%
SPF
1974
South Plains Financial
Texas
$4.25K +$4.78K +212 New
PPA
1975
Painted Porch Advisors
California
$4.19K +$4.71K +209 New