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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
3426
Richardson Financial Services
Massachusetts
$143K +$38.2K +407 +43%
VWM
3427
Vermillion Wealth Management
Minnesota
$142K -$1.03K -11 -0.8%
DWS
3428
Dynamic Wealth Strategies
California
$141K +$41.8K +445 +50%
FNWA
3429
Financial Network Wealth Advisors
Utah
$140K -$2.63K -28 -2%
TLCM
3430
Twin Lakes Capital Management
California
$139K +$375 +4 +0.3%
FP
3431
Financial Perspectives
Minnesota
$139K
RDFA
3432
Ritter Daniher Financial Advisory
Ohio
$137K +$13.4K +143 +12%
SHIM
3433
Stone House Investment Management
Pennsylvania
$130K +$6.67K +71 +6%
ETS
3434
ESL Trust Services
New York
$126K -$11.2K -119 -9%
WT
3435
WHI Trust
Illinois
$126K +$113K +1,200 New
EWP
3436
Elevation Wealth Partners
California
$126K +$6.1K +65 +6%
WFA
3437
West Financial Advisors
Iowa
$126K +$7.7K +82 +7%
VFM
3438
Vision Financial Markets
Connecticut
$125K
BFS
3439
Bare Financial Services
Pennsylvania
$122K +$74.2K +790 +215%
EIM
3440
Essex Investment Management
Massachusetts
$119K
CCMI
3441
Creative Capital Management Investments
California
$117K
GFA
3442
Godfrey Financial Associates
New York
$116K +$104K +1,106 New
GJIA
3443
Glass Jacobson Investment Advisors
Maryland
$116K +$56.1K +598 +119%
RTC
3444
Riverview Trust Company
Washington
$114K -$107K -1,145 -51%
RF
3445
Robinswood Financial
Washington
$110K -$28.1K -299 -22%
CFP
3446
Comprehensive Financial Planning
Pennsylvania
$110K
KA
3447
Kozak & Associates
Colorado
$110K -$87.5K -932 -48%
DWM
3448
Dogwood Wealth Management
Kansas
$110K -$12.3K -131 -11%
IWP
3449
IAG Wealth Partners
Wisconsin
$109K +$282 +3 +0.3%
SA
3450
Strategic Advocates
Utah
$109K +$1.41K +15 +1%