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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2101
TFC Financial Management
Massachusetts
$8.18K -$7.3K -93 -46%
SC
2102
Steph & Co
Wisconsin
$8.02K -$11.6K -148 -58%
WWA
2103
Wingate Wealth Advisors
Massachusetts
$7.87K +$8.17K +104 New
FFA
2104
Frazier Financial Advisors
Ohio
$7.79K +$1.65K +21 +25%
SC
2105
Solstein Capital
California
$7.64K -$1.02K -13 -11%
TAM
2106
Tucker Asset Management
Colorado
$7.57K -$1.49K -19 -16%
VWWMG
2107
Vermillion & White Wealth Management Group
Pennsylvania
$7.57K
WBWA
2108
William B. Walkup & Associates
South Carolina
$7.57K
1L
2109
10Elms LLP
Oklahoma
$7.57K +$7.86K +100 New
VFM
2110
Vision Financial Markets
Connecticut
$7.57K +$7.86K +100 New
SAM
2111
Synergy Asset Management
Washington
$7.25K +$6.44K +82 New
CFS
2112
Compass Financial Services
Iowa
$6.75K +$6.99K +89 New
NC
2113
NewSquare Capital
Pennsylvania
$6.74K +$6.99K +89 New
CNBT
2114
Cornerstone National Bank & Trust
Illinois
$6.58K
LFA
2115
Legend Financial Advisors
Pennsylvania
$6.21K
CPA
2116
Compass Planning Associates
Massachusetts
$5.89K +$6.13K +78 New
A
2117
AlphaQuest
New York
$5.75K -$103K -1,316 -95%
IWP
2118
IAG Wealth Partners
Wisconsin
$5.6K +$3.61K +46 +164%
CAIM
2119
Catherine Avery Investment Management
Florida
$5.6K +$5.81K +74 New
BGA
2120
Battery Global Advisors
Massachusetts
$5.45K +$79 +1 +1%
RL
2121
Rogco LP
Oklahoma
$5.37K
AWM
2122
Ameliora Wealth Management
Switzerland
$5.3K -$362K -4,605 -99%
SGC
2123
Slocum, Gordon & Co
Rhode Island
$5.09K
HHGA
2124
Halbert Hargrove Global Advisors
California
$5.09K +$5.26K +67 New
AWM
2125
Activest Wealth Management
Florida
$5.02K +$471 +6 +10%