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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1151
New England Capital Financial Advisors
Connecticut
$16K
SA
1152
SRH Advisors
Kansas
$15.9K
CIA
1153
Cape Investment Advisory
Georgia
$15.5K
RFG
1154
RFP Financial Group
Georgia
$15.2K +$4.82K +77 +50%
FCAS
1155
First Command Advisory Services
Texas
$15.1K
CAL
1156
Capital Advisors Ltd
Ohio
$15K +$2.31K +37 +20%
GA
1157
GoalVest Advisory
New York
$14.9K +$8.64K +138 +159%
FP
1158
Financial Perspectives
Minnesota
$14.7K
OP
1159
ORG Partners
Indiana
$14.6K -$5.95K -95 -30%
NA
1160
Nordwand Advisors
Pennsylvania
$14.2K
OPTFSNA
1161
Old Point Trust & Financial Services N A
Virginia
$14.2K +$13.5K +215 New
MCM
1162
Manchester Capital Management
Vermont
$14.2K +$5.32K +85 +66%
CWM
1163
CarsonAllaria Wealth Management
Illinois
$13.9K +$63 +1 +0.5%
FFA
1164
Frazier Financial Advisors
Ohio
$13.4K +$12.7K +203 New
IFS
1165
Intelligent Financial Strategies
Minnesota
$13.2K
RWM
1166
Ruedi Wealth Management
Illinois
$13.2K
FGA
1167
Fortis Group Advisors
New Jersey
$13.2K +$6.26K +100 +100%
CSWM
1168
Cassady Schiller Wealth Management
Ohio
$13.1K
HWM
1169
Horizons Wealth Management
North Carolina
$12.8K
SIS
1170
Strategic Investment Solutions
Illinois
$12.4K -$726K -11,594 -98%
CT
1171
Cambridge Trust
Massachusetts
$12.2K +$11.6K +185 New
TWM
1172
Tradition Wealth Management
Minnesota
$12K +$438 +7 +4%
IPW
1173
Impact Partnership Wealth
Georgia
$11.7K -$493K -7,879 -98%
IA
1174
IFS Advisors
Kansas
$11.7K
CWM
1175
Cranbrook Wealth Management
Michigan
$11.6K