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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
3501
Luken Investment Analytics
Tennessee
$35.5K +$7.35K +24 +26%
NCM
3502
Northwest Capital Management
Oregon
$33.6K -$60K -196 -64%
RWM
3503
Raffa Wealth Management
District of Columbia
$32.7K – – –
CWM
3504
Copia Wealth Management
Oregon
$32.4K – – –
WFA
3505
West Financial Advisors
Iowa
$31.8K – – –
DF
3506
DecisionPoint Financial
Arizona
$31.5K +$29.7K +97 +1,617%
EF
3507
Entrust Financial
Pennsylvania
$31.4K +$31.5K +103 New
AWM
3508
Ameliora Wealth Management
Switzerland
$30.9K – – –
PWA
3509
Provenance Wealth Advisors
Florida
$30.6K -$7.66K -25 -20%
PUI
3510
Purpose Unlimited Inc
$30.6K +$30.6K +100 New
AF
3511
Abound Financial
California
$29.7K +$29.7K +97 New
PG
3512
Proffitt & Goodson
Tennessee
$29.3K – – –
IIM
3513
IFC & Insurance Marketing
California
$29K +$29.1K +95 New
PP
3514
PFS Partners
New Jersey
$28.3K – – –
PPC
3515
Park Place Capital
Alabama
$28.1K +$13.8K +45 +96%
YAL
3516
Your Advocates Ltd
Texas
$26.9K +$27K +88 New
HWM
3517
HighMark Wealth Management
Minnesota
$24.7K -$2.14K -7 -8%
JGCM
3518
Joseph Group Capital Management
Ohio
$24.4K +$24.5K +80 New
SA
3519
Seneschal Advisors
Washington
$24.1K -$10.7K -35 -31%
WA
3520
Westfuller Advisors
New York
$23K -$613 -2 -3%
MTI
3521
Merrithew & Thorsten Inc
California
$23K +$23.3K +76 New
CFP
3522
Comprehensive Financial Planning
Pennsylvania
$21.4K – – –
BIM
3523
Breakwater Investment Management
Washington
$21.4K +$613 +2 +3%
MWA
3524
Miller Wealth Advisors
Colorado
$21.4K -$16.8K -55 -44%
CF
3525
Collier Financial
Colorado
$21.4K – – –