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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2301
Abound Wealth Management
Tennessee
$49.9K +$13.4K +473 +45%
LF
2302
Lee Financial
Texas
$49K -$21.9K -772 -34%
CFFP
2303
Center for Financial Planning
Michigan
$48.1K +$85 +3 +0.2%
HFS
2304
HBC Financial Services
Washington
$48K -$7.42K -262 -15%
SC
2305
Schubert & Co
Texas
$46.5K +$3.8K +134 +10%
TCWA
2306
Ten Capital Wealth Advisors
Washington
$46.3K -$21.2K -750 -35%
GWMI
2307
Guardian Wealth Management (Illinois)
Illinois
$46.2K -$1.76K -62 -4%
CWA
2308
Clearview Wealth Advisors
Oregon
$46K -$380K -13,408 -90%
WPWM
2309
Western Pacific Wealth Management
Illinois
$45.3K – – –
EWP
2310
Elevation Wealth Partners
California
$44.6K +$38.6K +1,364 New
RFG
2311
RFP Financial Group
Georgia
$42.8K -$177K -6,251 -83%
SS
2312
Sunbelt Securities
Texas
$41.9K +$37K +1,305 New
AW
2313
Avion Wealth
Texas
$41K -$6.8K -240 -13%
CUAMC
2314
China Universal Asset Management Company
China
$40.9K +$35.4K +1,251 New
SC
2315
Steph & Co
Wisconsin
$39.4K – – –
CH
2316
Canton Hathaway
Rhode Island
$39K – – –
FFA
2317
Fairfield Financial Advisors
Massachusetts
$35.8K – – –
FCG
2318
Financial Connections Group
California
$34K +$198 +7 +0.7%
GIS
2319
Grayhawk Investment Strategies
Alberta, Canada
$33K – – –
HI
2320
Hoey Investments
Pennsylvania
$32.7K -$34K -1,200 -55%
SC
2321
Shay Capital
New York
$32.7K -$28.3K -1,000 -50%
IWP
2322
IAG Wealth Partners
Wisconsin
$32.7K -$16.1K -568 -36%
ICM
2323
Islay Capital Management
Texas
$32.7K – – –
KA
2324
Kozak & Associates
Colorado
$32.6K +$397 +14 +1%
WAS
2325
Winch Advisory Services
Wisconsin
$32K +$425 +15 +2%