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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
401
Action Point Financial Planning
Michigan
$9.28K +$8.27K +395 New
FC
402
Financial Consulate
Maryland
$8.57K +$544 +26 +8%
LFG
403
Larson Financial Group
Missouri
$8.51K +$1.03K +49 +16%
IAIM
404
International Assets Investment Management
Florida
$8.48K – – –
IRC
405
Investors Research Corp
Georgia
$8.24K – – –
BWA
406
Basecamp Wealth Advisors
Washington
$8.01K – – –
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$7.91K – – –
FFO
408
Fortitude Family Office
Arizona
$7.91K +$2.13K +102 +44%
BIA
409
Bell Investment Advisors
California
$7.54K – – –
S
410
Sachetta
Massachusetts
$7.25K +$4.1K +196 +177%
CAM
411
Costello Asset Management
Pennsylvania
$7.07K – – –
DB
412
Danske Bank
Denmark
$7.07K – – –
AF
413
Alerus Financial
North Dakota
$6.99K – – –
SWM
414
Spire Wealth Management
Virginia
$6.92K +$4.92K +235 +398%
AAS
415
Ameritas Advisory Services
Nebraska
$6.61K +$5.88K +281 New
PTC
416
Private Trust Company
Ohio
$6.52K +$1.09K +52 +23%
TM
417
Torren Management
California
$6.49K +$21 +1 +0.4%
MHR
418
Matthew Hamilton Rosenberg
$6.38K – – –
JWA
419
JFS Wealth Advisors
Pennsylvania
$6.38K +$419 +20 +8%
W
420
WealthCollab
Washington
$6.17K – – –
KFAS
421
Keating Financial Advisory Services
Kansas
$6.05K +$105 +5 +2%
CTC
422
Central Trust Company
Missouri
$5.89K – – –
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$5.65K -$105 -5 -2%
NECFA
424
New England Capital Financial Advisors
Connecticut
$5.35K – – –
FRA
425
Front Row Advisors
California
$4.9K – – –