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Name Holding Trade Value Shares
Change
Change in
Stake
LB
2151
Legacy Bridge
Iowa
$13K – – –
MCM
2152
Magnolia Capital Management
New York
$13K – – –
CPFP
2153
Clear Perspectives Financial Planning
Ohio
$12K – – –
KFP
2154
KB Financial Partners
New Jersey
$12K – – –
TAM
2155
Tucker Asset Management
Colorado
$10.2K – – –
BC
2156
Burleson & Co
California
$10K – – –
KC
2157
Knuff & Co
California
$10K – – –
MWA
2158
Moser Wealth Advisors
Washington
$10K – – –
ARIS
2159
Advanced Research Investment Solutions
California
$9K – – –
GC
2160
Gould Capital
Washington
$9K – – –
BIA
2161
Bell Investment Advisors
California
$9K +$9.55K +79 New
WA
2162
Win Advisors
Florida
$8K +$5.8K +48 +166%
LC
2163
Legacy CG
Texas
$8K +$9.31K +77 New
SFG
2164
Steward Financial Group
Texas
$8K +$9.31K +77 New
CQS
2165
Credential Qtrade Securities
$7.12K +$3.02K +25 +61%
EIP
2166
Ellis Investment Partners
Pennsylvania
$7K -$2.42K -20 -22%
HFS
2167
HBC Financial Services
Washington
$7K – – –
IAS
2168
IMA Advisory Services
Colorado
$6K -$7.25K -60 -50%
BA
2169
Bellwether Advisors
Nebraska
$6K – – –
FA
2170
Fortis Advisors
Pennsylvania
$6K – – –
CWM
2171
Curi Wealth Management
North Carolina
$6K +$3.87K +32 +145%
GKIM
2172
GW&K Investment Management
Massachusetts
$5K -$725 -6 -13%
FCMT
2173
Founders Capital Management (Texas)
Texas
$5K +$5.08K +42 New
RDIA
2174
RE Dickinson Investment Advisors
Iowa
$4K – – –
FSWA
2175
Financial Synergies Wealth Advisors
Texas
$3.23K +$3.63K +30 New