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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
3476
Future Financial Wealth Management
Ohio
$60K -$36.1K -350 -37%
CCM
3477
Copeland Capital Management
Pennsylvania
$59.7K – – –
CAS
3478
Coppell Advisory Solutions
Texas
$59.5K -$83.2K -807 -57%
DRP
3479
Decker Retirement Planning
Utah
$56.1K +$58.1K +564 New
AAG
3480
Accordant Advisory Group
Maryland
$56K – – –
MB
3481
Mizuho Bank
Japan
$54.7K -$48.5K -470 -46%
LWA
3482
Lowe Wealth Advisors
Maryland
$53K -$10.3K -100 -16%
KWAG
3483
Kiely Wealth Advisory Group
North Carolina
$51.8K – – –
RAM
3484
Riggs Asset Management
Pennsylvania
$50.1K -$244K -2,370 -82%
IHWM
3485
Iron Horse Wealth Management
Iowa
$49.8K – – –
DWA
3486
Dougherty Wealth Advisers
Minnesota
$49.7K – – –
RWM
3487
Raffa Wealth Management
District of Columbia
$49.1K +$1.03K +10 +2%
LFA
3488
Legend Financial Advisors
Pennsylvania
$48.8K +$18.6K +180 +58%
RDFA
3489
Ritter Daniher Financial Advisory
Ohio
$47.5K – – –
NBT
3490
Northwest Bank & Trust
Iowa
$46.8K -$15.5K -150 -25%
MFT
3491
Moisand Fitzgerald Tamayo
Florida
$46.3K -$2.78K -27 -5%
MIFH
3492
Migdal Insurance & Financial Holdings
Israel
$46K -$296K -2,867 -86%
MAS
3493
MPWM Advisory Solutions
Georgia
$45.2K +$46.9K +455 New
NMG
3494
New Millennium Group
Utah
$45.1K -$1.1M -10,713 -96%
FAI
3495
Fiduciary Advisors Inc
Missouri
$45.1K +$46.7K +453 New
MDA
3496
Minot DeBlois Advisors
Massachusetts
$44.6K +$46.2K +448 New
NL
3497
NVWM LLC
Pennsylvania
$44.3K -$1.02M -9,849 -96%
NWWA
3498
New Wave Wealth Advisors
Arkansas
$44K +$45.6K +442 New
RFG
3499
REAP Financial Group
Texas
$43.9K -$2.99K -29 -6%
FFA
3500
Frazier Financial Advisors
Ohio
$43.8K -$19.1K -185 -29%