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Name Holding Trade Value Shares
Change
Change in
Stake
FLP
1226
Financial Life Planners
Arizona
$16.4K +$17.4K +232 New
NFSG
1227
Newbridge Financial Services Group
Florida
$16.3K +$3.37K +45 +24%
TWD
1228
True Wealth Design
Ohio
$16.1K -$16.6K -222 -49%
SIS
1229
Sound Income Strategies
Florida
$16K -$11.9K -159 -42%
RDFA
1230
Ritter Daniher Financial Advisory
Ohio
$16K +$150 +2 +0.9%
LC
1231
Lavaca Capital
Texas
$15.9K
KAS
1232
Kemnay Advisory Services
New York
$15.5K -$5.69K -76 -26%
WETS
1233
Wealth Enhancement Trust Services
South Dakota
$15.5K
BW
1234
Basepoint Wealth
Iowa
$15.4K
TC
1235
Trust Company
Kansas
$15.3K +$6.96K +93 +76%
GA
1236
GoalVest Advisory
New York
$15.2K
CMP
1237
Coston McIsaac & Partners
Maine
$15K
VR
1238
Vision Retirement
New Jersey
$14.4K -$18.5K -247 -55%
FFA
1239
Frazier Financial Advisors
Ohio
$14.4K
CB
1240
Centennial Bank
Arkansas
$14.1K -$3.74K -50 -20%
CVM
1241
Cheviot Value Management
California
$14.1K
HIM
1242
Hillsdale Investment Management
Ontario, Canada
$14.1K
IFS
1243
Intelligent Financial Strategies
Minnesota
$14.1K
CFSG
1244
Community Financial Services Group
Vermont
$14K +$14.7K +197 New
HNW
1245
High Note Wealth
Minnesota
$14K +$1.12K +15 +8%
HWA
1246
Heritage Wealth Advisors
Virginia
$13.9K +$4.34K +58 +42%
TGY2IT
1247
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$13.8K +$14.6K +195 New
SG
1248
Sankala Group
Colorado
$13.7K
HWM
1249
Horizons Wealth Management
North Carolina
$13.7K
CMA
1250
Cedar Mountain Advisors
Oregon
$13.7K +$12.9K +172 +782%