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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3376
Delos Wealth Advisors
Texas
$43.6K -$2.08K -20 -5%
JFG
3377
JDM Financial Group
Texas
$43.6K – – –
PCC
3378
Park Circle Company
Maryland
$43.6K – – –
VWA
3379
Valued Wealth Advisors
Utah
$42.1K +$42.2K +407 New
UFF
3380
USA Financial Formulas
Michigan
$41.4K -$933K -8,991 -96%
CIR
3381
Clear Investment Research
Georgia
$38.9K +$37.1K +357 New
WAS
3382
Winch Advisory Services
Wisconsin
$38.8K +$104 +1 +0.3%
CCMW
3383
Cypress Capital Management (Wyoming)
Wyoming
$36.8K – – –
FA
3384
Financial Avengers
California
$34.9K +$208 +2 +0.6%
AA
3385
AlphaMark Advisors
Kentucky
$34K +$32.6K +314 New
RWM
3386
Ruedi Wealth Management
Illinois
$34K – – –
CPA
3387
Clear Point Advisors
New York
$32.7K +$31.1K +300 New
T
3388
Tidemark
California
$30.7K +$29.3K +282 New
BSWA
3389
Bromfield Sneider Wealth Advisors
Massachusetts
$30.5K – – –
CQS
3390
Credential Qtrade Securities
$30.2K +$9.45K +91 +49%
RS
3391
Rakuten Securities
Japan
$29.9K +$28.4K +274 New
LFA
3392
Legend Financial Advisors
Pennsylvania
$28.4K +$3.32K +32 +14%
FRA
3393
Front Row Advisors
California
$28.1K -$13.3K -128 -33%
OAJ
3394
Ogorek Anthony Joseph
New York
$28K +$20.3K +196 +302%
HCA
3395
Heck Capital Advisors
Wisconsin
$27.8K – – –
BFS
3396
Bare Financial Services
Pennsylvania
$27.8K +$26.5K +255 New
BFS
3397
Burkett Financial Services
South Carolina
$27.7K +$26.4K +254 New
RTL
3398
Red Tortoise LLC
Georgia
$27.4K – – –
VWWMG
3399
Vermillion & White Wealth Management Group
Pennsylvania
$27K +$25.7K +248 New
RBC
3400
Roble Belko & Company
Pennsylvania
$26K +$5.09K +49 +26%