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Name Holding Trade Value Shares
Change
Change in
Stake
CI
3251
Clal Insurance
Israel
$22K -$500K -6,284 -96%
PFG
3252
Putney Financial Group
California
$21.8K +$21.5K +270 +5,400%
RTL
3253
Red Tortoise LLC
Georgia
$21.1K +$874 +11 +4%
LWA
3254
Lowe Wealth Advisors
Maryland
$21K -$7.95K -100 -27%
WPWM
3255
Western Pacific Wealth Management
Illinois
$20.9K -$10.3K -129 -33%
MCA
3256
Midwest Capital Advisors
Michigan
$20.7K
WOC
3257
West Oak Capital
California
$20.1K +$417K +5,240 +26%
PS
3258
Pinney & Scofield
Massachusetts
$19.9K +$4.13K +52 +26%
PWMA
3259
Pension & Wealth Management Advisors
Massachusetts
$19.9K -$7.87K -99 -28%
CWM
3260
Consultiva Wealth Management
Puerto Rico
$19.8K
HFS
3261
Horizon Financial Services
North Carolina
$19.8K
VWWMG
3262
Vermillion & White Wealth Management Group
Pennsylvania
$19.6K
WCM
3263
WealthTrak Capital Management
Virginia
$18.4K -$12.2K -153 -40%
DRP
3264
Decker Retirement Planning
Utah
$18.2K +$13.9K +175 +318%
DF
3265
Dunhill Financial
United Kingdom
$18.1K -$8.82K -111 -33%
CWM
3266
Copia Wealth Management
Oregon
$18K
FF
3267
Friedenthal Financial
New Jersey
$17.7K +$17.7K +223 New
KWM
3268
Kiker Wealth Management
Georgia
$15.8K -$2.31K -29 -13%
KOCAA
3269
Knights of Columbus Asset Advisors
Connecticut
$15.8K -$1.35K -17 -8%
CFO
3270
Capitol Family Office
Oregon
$15.8K
SIP
3271
Sellwood Investment Partners
Oregon
$15.8K +$15.9K +200 New
HNW
3272
High Note Wealth
Minnesota
$15.3K -$796K -10,009 -98%
MBFW
3273
Morton Brown Family Wealth
Pennsylvania
$14.4K
BFP
3274
Briaud Financial Planning
Texas
$14K
PP
3275
PrairieView Partners
Minnesota
$14K