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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Spire Wealth Management
Virginia
$66.3K +$3.24K +64 +5%
IA
602
IFG Advisory
Georgia
$65.2K +$62.1K +1,225 New
HIA
603
Harbor Investment Advisory
Maryland
$63.9K +$47.6K +939 +361%
KFA
604
Kelleher Financial Advisors
New York
$62.8K +$29.9K +590 +100%
CFFP
605
Center for Financial Planning
Michigan
$59.9K +$57K +1,125 New
AG
606
AmeriFlex Group
Nevada
$58.6K -$2.74K -54 -5%
APFP
607
Action Point Financial Planning
Michigan
$53.6K +$51K +1,006 New
GCS
608
Gordian Capital (Singapore)
Singapore
$53.3K +$45.6K +900 +891%
MA
609
Montag & Associates
Georgia
$53.3K
PL
610
PeakShares LLC
Florida
$53.3K
AFG
611
Albion Financial Group
Utah
$53.3K +$50.7K +1,000 New
CC
612
Corsicana & Co
Texas
$53.3K +$50.7K +1,000 New
GJIA
613
Glass Jacobson Investment Advisors
Maryland
$53K
HWA
614
HHM Wealth Advisors
Tennessee
$51.9K +$37.5K +740 +315%
DWM
615
Darwin Wealth Management
Florida
$50.5K
FC
616
Financial Consulate
Maryland
$49.6K +$10.3K +204 +28%
HIW
617
Holos Integrated Wealth
Pennsylvania
$49.4K +$55.2K +1,089 New
MCA
618
McGuire Capital Advisors
Oklahoma
$48.7K +$21.7K +428 +88%
NEWAS
619
N.E.W. Advisory Services
Wisconsin
$42.3K
EWA
620
EverSource Wealth Advisors
Alabama
$41.5K -$9.12K -180 -19%
BBHC
621
Brown Brothers Harriman & Co
New York
$40.4K
BL
622
Bleichroeder LP
New York
$39.9K
CCWM
623
Cassaday & Co Wealth Management
Virginia
$34.6K
AWA
624
Acumen Wealth Advisors
Tennessee
$33.9K +$9.32K +184 +41%
CFD
625
Creative Financial Designs
Indiana
$33.4K +$7.86K +155 +33%