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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2626
JCIC Asset Management
Ontario, Canada
$35K
LFA
2627
Legend Financial Advisors
Pennsylvania
$34.8K
AA
2628
AlphaMark Advisors
Kentucky
$34K -$9.88K -30 -23%
SA
2629
SRH Advisors
Kansas
$34K
CBT
2630
Central Bank & Trust
Kentucky
$33.7K +$4.28K +13 +15%
GIS
2631
Grayhawk Investment Strategies
Alberta, Canada
$32K +$2.11M +6,411 +9,863%
SN
2632
Sittner & Nelson
Oregon
$30.3K
TF
2633
TimeScale Financial
Massachusetts
$30.1K
FPFS
2634
First Personal Financial Services
North Carolina
$29.9K -$17.1K -52 -38%
FWM
2635
Focused Wealth Management
New York
$29.4K +$987 +3 +4%
MPCL
2636
My Personal CFO LLC
Washington
$29.2K +$27.6K +84 New
UIA
2637
Ulland Investment Advisors
Minnesota
$29K
FGAM
2638
Financial Gravity Asset Management
Texas
$28.4K -$2.32M -7,036 -95%
FSWA
2639
Financial Synergies Wealth Advisors
Texas
$28.3K +$329 +1 +1%
SIC
2640
SJS Investment Consulting
Ohio
$28.2K -$76K -231 -74%
CWA
2641
Clearview Wealth Advisors
Oregon
$27.5K -$5.27K -16 -17%
EE
2642
EWG Elevate
California
$27.5K +$26K +79 New
TC
2643
Truvestments Capital
Florida
$27.3K +$8.23K +25 +47%
GFL
2644
Granite FO LLC
New Hampshire
$27.1K +$25K +76 New
BCM
2645
Birch Capital Management
Texas
$26.7K
DAM
2646
Delta Asset Management
Tennessee
$26.4K +$25K +76 New
RAM
2647
Riggs Asset Management
Pennsylvania
$25.4K
GWSA
2648
Global Wealth Strategies & Associates
Colorado
$25K +$23.7K +72 New
T
2649
TOBAM
France
$25K -$54K -164 -69%
FCG
2650
Financial Connections Group
California
$25K +$24.4K +74 New