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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2526
Fiduciary Planning
Florida
$32K +$31.5K +402 New
CDIA
2527
Capital Directions Investment Advisors
Georgia
$28K – – –
NR
2528
Newfound Research
Massachusetts
$26K +$25.7K +328 New
CPW
2529
Catalyst Private Wealth
California
$25K +$25.2K +322 New
BC
2530
Barnett & Company
Tennessee
$24K – – –
MIM
2531
Macroview Investment Management
Maryland
$24K – – –
SFG
2532
Sowa Financial Group
Rhode Island
$24K – – –
PG
2533
Proffitt & Goodson
Tennessee
$23K – – –
HS
2534
Horan Securities
United States
$23K +$12.2K +156 +115%
CCMW
2535
Cypress Capital Management (Wyoming)
Wyoming
$20K – – –
PP
2536
PrairieView Partners
Minnesota
$20K – – –
MFT
2537
Moisand Fitzgerald Tamayo
Florida
$17K – – –
SSWG
2538
Seven Springs Wealth Group
Tennessee
$17K – – –
WAS
2539
Winch Advisory Services
Wisconsin
$16K +$13.5K +172 +506%
AWMS
2540
Advocacy Wealth Management Services
Georgia
$15K -$1.88K -24 -11%
FRA
2541
Front Row Advisors
California
$14K -$5.72K -73 -28%
MG
2542
MilWealth Group
Wisconsin
$13K – – –
CIAS
2543
CBIZ Investment Advisory Services
Ohio
$13K – – –
LFG
2544
LifePlan Financial Group
Ohio
$12K +$8.22K +105 +214%
SIM
2545
Seaview Investment Managers
Florida
$12K +$12.9K +165 New
BAMG
2546
Brand Asset Management Group
Missouri
$11K – – –
PFA
2547
Professional Financial Advisors
Nebraska
$11K +$12.3K +157 New
AWA
2548
Artemis Wealth Advisors
New York
$8.54K +$8.46K +108 New
LFASL
2549
Lugano Financial Advisors SA (LFA)
Switzerland
$8K – – –
Country Trust Bank
2550
Country Trust Bank
Illinois
$7K -$2.35K -30 -25%