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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2626
Ruedi Wealth Management
Illinois
$40.7K +$38.5K +117 New
MIFH
2627
Migdal Insurance & Financial Holdings
Israel
$40K +$7.9K +24 +27%
RFG
2628
RFP Financial Group
Georgia
$38.9K +$36.9K +112 New
IRC
2629
Investors Research Corp
Georgia
$37.2K – – –
AWM
2630
AllSquare Wealth Management
New York
$35.8K – – –
JAM
2631
JCIC Asset Management
Ontario, Canada
$35K – – –
LFA
2632
Legend Financial Advisors
Pennsylvania
$34.8K – – –
AA
2633
AlphaMark Advisors
Kentucky
$34K -$9.88K -30 -23%
SA
2634
SRH Advisors
Kansas
$34K – – –
CBT
2635
Central Bank & Trust
Kentucky
$33.7K +$4.28K +13 +15%
GIS
2636
Grayhawk Investment Strategies
Alberta, Canada
$32K +$2.11M +6,411 +9,863%
SN
2637
Sittner & Nelson
Oregon
$30.3K – – –
TF
2638
TimeScale Financial
Massachusetts
$30.1K – – –
FPFS
2639
First Personal Financial Services
North Carolina
$29.9K -$17.1K -52 -38%
FWM
2640
Focused Wealth Management
New York
$29.4K +$987 +3 +4%
MPCL
2641
My Personal CFO LLC
Washington
$29.2K +$27.6K +84 New
UIA
2642
Ulland Investment Advisors
Minnesota
$29K – – –
FSWA
2643
Financial Synergies Wealth Advisors
Texas
$28.3K +$329 +1 +1%
SIC
2644
SJS Investment Consulting
Ohio
$28.2K -$76K -231 -74%
CWA
2645
Clearview Wealth Advisors
Oregon
$27.5K -$5.27K -16 -17%
EE
2646
EWG Elevate
California
$27.5K +$26K +79 New
TC
2647
Truvestments Capital
Florida
$27.3K +$8.23K +25 +47%
GFL
2648
Granite FO LLC
New Hampshire
$27.1K +$25K +76 New
CMP
2649
Coston McIsaac & Partners
Maine
$27K – – –
BCM
2650
Birch Capital Management
Texas
$26.7K – – –