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Name Holding Trade Value Shares
Change
Change in
Stake
GM
2401
GeoWealth Management
Illinois
$5K +$534 +17 +16%
FWA
2402
FSC Wealth Advisors
New York
$4.58K
MIM
2403
Macroview Investment Management
Maryland
$4.29K
SWM
2404
Sanctuary Wealth Management
Idaho
$3.51K +$3.3K +105 New
CIR
2405
Clear Investment Research
Georgia
$3.34K -$8.04K -256 -72%
LG
2406
LAM Group
Oregon
$3.34K
AWA
2407
Artemis Wealth Advisors
New York
$3.28K
SHIM
2408
Stone House Investment Management
Pennsylvania
$3.16K
CWA
2409
Carolina Wealth Advisors
South Carolina
$2.84K
GAG
2410
Goodman Advisory Group
Massachusetts
$2.74K
AP
2411
Arlington Partners
Alabama
$2.61K -$199K -6,347 -99%
AIA
2412
Arcadia Investment Advisors
Idaho
$2.48K +$2.32K +74 New
KFP
2413
KB Financial Partners
New Jersey
$2K -$357K -11,366 -100%
PG
2414
Proffitt & Goodson
Tennessee
$1.87K
RTL
2415
Red Tortoise LLC
Georgia
$1.77K
FSWA
2416
Financial Synergies Wealth Advisors
Texas
$1.67K -$753 -24 -32%
IRAG
2417
Investment Research & Advisory Group
Georgia
$1.67K
CTB
2418
Country Trust Bank
Illinois
$1.34K
UFF
2419
USA Financial Formulas
Michigan
$1.34K
FRA
2420
Front Row Advisors
California
$1K
OAJ
2421
Ogorek Anthony Joseph
New York
$1K
VF
2422
VitalStone Financial
Texas
$1K +$753 +24 New
DWA
2423
Delos Wealth Advisors
Texas
$827
WBC
2424
West Branch Capital
Massachusetts
$311 -$16.3K -520 -98%
PAM
2425
Pinpoint Asset Management
Hong Kong
$234 +$220K +7,000 New