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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1201
First Command Advisory Services
Texas
$20.9K +$5.09K +68 +30%
1IA
1202
1620 Investment Advisors
Massachusetts
$20.6K
FDW
1203
Fourth Dimension Wealth
Ohio
$20.6K +$4.94K +66 +29%
PCFFS
1204
Pacific Center for Financial Services
California
$20.2K
C
1205
Covestor
United Kingdom
$20K -$9.43K -126 -31%
S
1206
Sachetta
Massachusetts
$19.9K +$16.5K +220 +361%
KG
1207
Kilter Group
New York
$19.7K +$8.01K +107 +62%
WAG
1208
Wiser Advisor Group
Arizona
$19.5K +$150 +2 +0.7%
RWM
1209
Raffa Wealth Management
District of Columbia
$19.4K +$7.56K +101 +58%
HFS
1210
Hughes Financial Services
Virginia
$19.2K +$599 +8 +3%
GG
1211
Gleason Group
Kentucky
$18.6K +$7.56K +101 +62%
LWMI
1212
Legacy Wealth Management (Idaho)
Idaho
$18.5K -$6.66K -89 -25%
Q1WB
1213
Quest 10 Wealth Builders
Virginia
$18.5K +$1.72K +23 +10%
AA
1214
Addison Advisors
Vermont
$18.2K
SR
1215
Swiss Re
Switzerland
$18K
FFL
1216
Financial Freedom LLC
Ohio
$17.5K
AWA
1217
Acumen Wealth Advisors
Tennessee
$17.3K -$13.2K -176 -42%
SIS
1218
Strategic Investment Solutions
Illinois
$17.1K
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$17K
SA
1220
SRH Advisors
Kansas
$17K
UFPG
1221
United Financial Planning Group
New York
$17K +$8.91K +119 +98%
MWC
1222
MBM Wealth Consultants
Missouri
$16.8K +$17.8K +238 New
EPAM
1223
Evelyn Partners Asset Management
$16.7K
AT
1224
Arlington Trust
Alabama
$16.7K +$17.7K +236 New
OPTFSNA
1225
Old Point Trust & Financial Services N A
Virginia
$16.6K