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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1251
Institutional & Family Asset Management
Colorado
$36K – – –
CPG
1252
Cornerstone Planning Group
New Jersey
$33.2K +$4.06K +21 +14%
C
1253
Covestor
United Kingdom
$33K +$580 +3 +2%
CIR
1254
Clear Investment Research
Georgia
$33K +$33.6K +174 New
CH
1255
Canton Hathaway
Rhode Island
$31K – – –
RFA
1256
Resurgent Financial Advisors
Georgia
$30.7K +$1.16K +6 +4%
W
1257
WealthCollab
Washington
$29.9K +$30.5K +158 New
ACA
1258
Atlas Capital Advisors
Wyoming
$29.9K – – –
S
1259
Sachetta
Massachusetts
$29.2K +$29.8K +154 New
Capital Analysts LLC
1260
Capital Analysts LLC
Pennsylvania
$29K -$3.48K -18 -11%
OFI Invest Asset Management
1261
OFI Invest Asset Management
France
$28.8K +$1.93K +10 +6%
CI
1262
Cordant Inc
Oregon
$28.4K +$29K +150 New
RFG
1263
RFP Financial Group
Georgia
$28K +$10K +52 +54%
EWP
1264
Elevation Wealth Partners
California
$28K – – –
PWMG
1265
Private Wealth Management Group
New Jersey
$26.3K +$26.9K +139 New
Avior Wealth Management
1266
Avior Wealth Management
Nebraska
$26.3K – – –
AT
1267
Avalon Trust
New Mexico
$26.1K – – –
CTA
1268
Colonial Trust Advisors
South Carolina
$26K +$3.48K +18 +15%
PCFFS
1269
Pacific Center for Financial Services
California
$25.8K – – –
SC
1270
Solstein Capital
California
$25.6K – – –
SS
1271
Sunbelt Securities
Texas
$25K – – –
VNA
1272
Valley National Advisers
Pennsylvania
$25K +$19.9K +103 +343%
RFG
1273
REAP Financial Group
Texas
$24.9K +$25.3K +131 New
Altshuler Shaham
1274
Altshuler Shaham
Israel
$24.6K -$1.93K -10 -7%
CTWM
1275
Cherry Tree Wealth Management
Minnesota
$24.4K – – –