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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1051
Continuum Advisory
Idaho
$28.7K – – –
DWS
1052
Dynamic Wealth Strategies
California
$28K – – –
ADL
1053
Asset Dedication LLC
California
$27.7K – – –
GWSG
1054
GPS Wealth Strategies Group
Colorado
$27.7K +$377 +7 +1%
AS
1055
Altshuler Shaham
Israel
$27.6K +$29.8K +553 New
IGWM
1056
ICA Group Wealth Management
Colorado
$27.5K -$66.1K -1,228 -69%
GGI
1057
Godsey & Gibb Inc
Virginia
$27.5K +$13.5K +250 +83%
WAM
1058
WFA Asset Management
Wisconsin
$27.3K +$162 +3 +0.6%
KA
1059
Kozak & Associates
Colorado
$25.8K +$162 +3 +0.6%
VWA
1060
Valued Wealth Advisors
Utah
$25.5K +$3.34K +62 +14%
PWA
1061
Provenance Wealth Advisors
Florida
$25.5K – – –
SWM
1062
Sugarloaf Wealth Management
Georgia
$25.4K – – –
FP
1063
Financial Perspectives
Minnesota
$25K – – –
PA
1064
PSI Advisors
Florida
$25K – – –
RF
1065
Robinswood Financial
Washington
$24.2K +$6.3K +117 +32%
HCP
1066
Hexagon Capital Partners
Arkansas
$23.8K -$1.08K -20 -4%
HWA
1067
HHM Wealth Advisors
Tennessee
$23.4K +$10.3K +192 +69%
ZB
1068
Zions Bancorporation
Utah
$23.4K -$8.99K -167 -26%
SR
1069
Syntax Research
Florida
$21.6K – – –
SP
1070
SWS Partners
Ohio
$21.3K +$22.9K +426 New
MCM
1071
MV Capital Management
Maryland
$21.3K +$1.29K +24 +6%
AWM
1072
Abound Wealth Management
Tennessee
$21.1K +$215 +4 +1%
BFPW
1073
BOK Financial Private Wealth
Colorado
$20.9K – – –
BGAI
1074
Bruce G. Allen Investments
Colorado
$20.8K -$1.61K -30 -7%
FFA
1075
Frazier Financial Advisors
Ohio
$20.4K +$8.35K +155 +61%