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Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
3326
Prudent Man Investment Management
Colorado
$43.5K – – –
RWA
3327
Redmont Wealth Advisors
Illinois
$43.5K – – –
CIR
3328
Clear Investment Research
Georgia
$42.6K +$10K +33 +31%
VWM
3329
Vermillion Wealth Management
Minnesota
$42.6K -$27.7K -91 -39%
LWMI
3330
Legacy Wealth Management (Idaho)
Idaho
$39.8K +$14K +46 +54%
GA
3331
Guerra Advisors
Florida
$39.8K +$39.9K +131 New
ACA
3332
American Capital Advisory
Idaho
$38.9K – – –
CCC
3333
Chelsea Counsel Company
California
$38K – – –
LWA
3334
Lowe Wealth Advisors
Maryland
$38K -$7.61K -25 -17%
PWA
3335
Provenance Wealth Advisors
Florida
$38K – – –
MWA
3336
Miller Wealth Advisors
Colorado
$38K +$38K +125 New
1M
3337
1248 Management
Missouri
$37.1K – – –
BGC
3338
Beutel, Goodman & Co
Ontario, Canada
$37K – – –
SP
3339
Saranac Partners
$37K +$37.1K +122 New
DCM
3340
Davis Capital Management
Florida
$36.5K +$36.5K +120 New
PPA
3341
Painted Porch Advisors
California
$35.6K +$31.3K +103 +736%
AIA
3342
Arcadia Investment Advisors
Idaho
$35.3K – – –
SRCM
3343
Signature Resources Capital Management
California
$35.3K -$1.22K -4 -3%
SA
3344
Seneschal Advisors
Washington
$34.6K +$34.7K +114 New
FLFS
3345
Family Legacy Financial Solutions
North Carolina
$33.7K – – –
RWM
3346
Raffa Wealth Management
District of Columbia
$32.5K -$26.8K -88 -45%
CWM
3347
Copia Wealth Management
Oregon
$32.2K – – –
WFA
3348
West Financial Advisors
Iowa
$31.6K -$6.39K -21 -17%
NAAA
3349
New Age Alpha Advisors
New York
$30.7K – – –
AWM
3350
Ameliora Wealth Management
Switzerland
$30.7K +$30.7K +101 New