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Name Holding Trade Value Shares
Change
Change in
Stake
GC
2051
Gould Capital
Washington
$8.51K
OAJ
2052
Ogorek Anthony Joseph
New York
$8K -$918 -9 -9%
SFG
2053
Steward Financial Group
Texas
$8K +$9.18K +90 New
DI
2054
Disciplined Investments
Oklahoma
$7.2K -$918 -9 -11%
JMF
2055
Johnson Midwest Financial
Iowa
$7K
LWA
2056
Lowe Wealth Advisors
Maryland
$6.6K +$6.12K +60 +1,000%
FA
2057
Fortis Advisors
Pennsylvania
$6K
IAS
2058
IMA Advisory Services
Colorado
$6K
FSWA
2059
Financial Synergies Wealth Advisors
Texas
$5.61K +$102 +1 +2%
NECFA
2060
New England Capital Financial Advisors
Connecticut
$5.19K +$5.2K +51 New
CQS
2061
Credential Qtrade Securities
$4.08K
FCMT
2062
Founders Capital Management (Texas)
Texas
$4K
RDIA
2063
RE Dickinson Investment Advisors
Iowa
$4K
PS
2064
PayPay Securities
Japan
$3.72K +$3.77K +37 New
RWM
2065
Ruedi Wealth Management
Illinois
$3.72K +$3.77K +37 New
CMP
2066
Coston McIsaac & Partners
Maine
$3.71K +$103K +1,011 +3%
PCM
2067
Penserra Capital Management
California
$3K +$3.67K +36 New
RTL
2068
Red Tortoise LLC
Georgia
$3K +$3.06K +30 New
IAA
2069
Independent Advisor Alliance
North Carolina
$2.9K -$5.74M -56,261 -66%
CWA
2070
Clearview Wealth Advisors
Oregon
$2.88K +$2.96K +29 New
MYAM
2071
Meiji Yasuda Asset Management
Japan
$2.7K +$173K +1,698 +7%
AWA
2072
Artemis Wealth Advisors
New York
$2.52K -$52.1K -511 -95%
TCA
2073
Trifecta Capital Advisors
Illinois
$2.4K +$2.45K +24 New
FMP
2074
Financial Management Professionals
Texas
$2K -$306 -3 -12%
GI
2075
GS Investments
Minnesota
$1.8K