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Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
676
Cherry Tree Wealth Management
Minnesota
$6.63K
CFO
677
CVA Family Office
Colorado
$6.11K +$5.54K +105 New
RFG
678
RFP Financial Group
Georgia
$6.05K +$5.48K +104 New
EP
679
Elkhorn Partners
Nebraska
$6K -$46.1K -875 -90%
FFL
680
Financial Freedom LLC
Ohio
$5.86K +$53 +1 +1%
EL
681
EMFO LLC
Florida
$5.84K +$5.27K +100 New
FWM
682
Focused Wealth Management
New York
$5.81K
KFS
683
Kelly Financial Services
Massachusetts
$5.52K +$5.01K +95 New
RTL
684
Red Tortoise LLC
Georgia
$5.41K
SSB
685
Sandy Spring Bank
Maryland
$5.41K
Jones Financial Companies
686
Jones Financial Companies
Missouri
$5.29K +$2.85K +54 +146%
PCMC
687
Planning Capital Management Corporation
Pennsylvania
$5.23K +$4.75K +90 New
VNA
688
Valley National Advisers
Pennsylvania
$5K
LIWM
689
Long Island Wealth Management
New York
$5K +$4.8K +91 New
FFO
690
Fortitude Family Office
Arizona
$4.65K +$4.22K +80 New
AWM
691
Abound Wealth Management
Tennessee
$4.36K -$105 -2 -3%
RCM
692
Raleigh Capital Management
North Carolina
$4.07K +$3.69K +70 New
BIA
693
Bell Investment Advisors
California
$4.01K -$1.53K -29 -30%
TCA
694
Trifecta Capital Advisors
Illinois
$3.84K
TVAMP
695
Tennessee Valley Asset Management Partners
Tennessee
$3.49K +$3.16K +60 New
LTI
696
Laffer Tengler Investments
Tennessee
$3.14K +$2.85K +54 New
CAS
697
Coppell Advisory Solutions
Texas
$3.08K +$2.79K +53 New
NCM
698
Northwest Capital Management
Oregon
$2.91K +$2.64K +50 New
BWM
699
Baystate Wealth Management
Massachusetts
$2.7K
LF
700
Lee Financial
Texas
$2.67K +$2.42K +46 New