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Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
3301
Founders Capital Management (Texas)
Texas
$117K – – –
CCMW
3302
Cypress Capital Management (Wyoming)
Wyoming
$116K – – –
MAS
3303
MPWM Advisory Solutions
Georgia
$115K +$86.9K +806 +192%
NMG
3304
New Millennium Group
Utah
$114K -$2.49M -23,112 -95%
FA
3305
Financial Avengers
California
$110K -$2.69K -25 -2%
VWA
3306
Valued Wealth Advisors
Utah
$110K +$7.66K +71 +6%
PWA
3307
Provenance Wealth Advisors
Florida
$110K – – –
RF
3308
Rossby Financial
Florida
$109K -$113K -1,048 -47%
EIP
3309
Essential Investment Partners
Colorado
$109K +$125K +1,160 New
PB
3310
Pinnacle Bancorp
Nebraska
$107K +$39.9K +370 +48%
QWM
3311
Quaker Wealth Management
New Jersey
$107K +$2.91K +27 +2%
CIAS
3312
CBIZ Investment Advisory Services
Ohio
$106K -$3.23K -30 -3%
DI
3313
DAGCO Inc
Ohio
$106K – – –
CWP
3314
Concord Wealth Partners
Virginia
$105K – – –
GWSA
3315
Global Wealth Strategies & Associates
Colorado
$104K -$7.55K -70 -6%
CCM
3316
Chilton Capital Management
Texas
$104K +$10.8K +100 +10%
TSMHT
3317
Thurston Springer Miller Herd & Titak
Indiana
$102K -$11.9K -110 -9%
NEWAS
3318
N.E.W. Advisory Services
Wisconsin
$99K +$23.3K +216 +26%
IAS
3319
IMA Advisory Services
Colorado
$98.7K +$18.7K +173 +20%
MTI
3320
Merrithew & Thorsten Inc
California
$97K +$112K +1,040 New
WAG
3321
Wiser Advisor Group
Arizona
$96.6K +$8.63K +80 +8%
ITIM
3322
Indiana Trust & Investment Management
Indiana
$95.6K +$16.2K +150 +17%
BT
3323
Banque Transatlantique
France
$94.3K -$5.39K -50 -5%
SMFG
3324
Sumitomo Mitsui Financial Group
Japan
$94.2K -$491K -4,550 -82%
B
3325
Birchbrook
Maine
$93.8K – – –