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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2876
Ritter Daniher Financial Advisory
Ohio
$160K
MA
2877
Modus Advisors
Minnesota
$158K +$146K +1,770 New
SR
2878
Syntax Research
Florida
$156K
LB
2879
Legacy Bridge
Iowa
$155K
NECFA
2880
New England Capital Financial Advisors
Connecticut
$143K
FA
2881
Financial Avengers
California
$138K
BL
2882
BFSG LLC
California
$135K
LG
2883
LAM Group
Oregon
$134K
PP
2884
Pingora Partners
Wyoming
$134K
CTWM
2885
Cherry Tree Wealth Management
Minnesota
$130K
BC
2886
BIT Capital
Germany
$129K
BCPWM
2887
Bradley & Co Private Wealth Management
Florida
$129K +$119K +1,450 New
NPFS
2888
Novak & Powell Financial Services
Florida
$127K +$117K +1,420 New
LD
2889
Lipe & Dalton
New York
$125K -$41.2K -500 -26%
W
2890
WealthCollab
Washington
$125K +$3.29K +40 +3%
HCMG
2891
Howard Capital Management Group
California
$125K +$115K +1,400 New
BWM
2892
Bernard Wealth Management
Michigan
$123K +$114K +1,380 New
CWM
2893
Centricity Wealth Management
Ohio
$123K +$114K +1,380 New
HGERS
2894
Householder Group Estate & Retirement Specialist
Arizona
$123K -$101K -1,230 -47%
RF
2895
Roxbury Financial
New Jersey
$122K +$114K +1,380 New
CPG
2896
Cornerstone Planning Group
New Jersey
$121K
HI
2897
Human Investing
Oregon
$120K +$111K +1,350 New
BA
2898
Bellwether Advisors
Nebraska
$120K -$1.25M -15,150 -92%
CA
2899
Centerpoint Advisors
Massachusetts
$120K +$111K +1,350 New
SIS
2900
Strategic Investment Solutions
Illinois
$119K +$86.4K +1,050 +95%