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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1601
Westfuller Advisors
New York
$464K +$471K +2,520 New
PGWM
1602
Parisi Gray Wealth Management
New Jersey
$463K +$135K +725 +41%
AFM
1603
Abbot Financial Management
Massachusetts
$462K +$13.1K +70 +3%
SC
1604
Shay Capital
New York
$460K -$1.21M -6,500 -72%
MIC
1605
Maxi Investments CY
Cyprus
$460K
PW
1606
Pandora Wealth
Illinois
$459K +$35.5K +190 +8%
SMA
1607
Seven Mile Advisory
New Jersey
$459K +$45.8K +245 +11%
FDP
1608
Financiere des Professionnels
Quebec, Canada
$456K
FFA
1609
Fi3 Financial Advisors
Indiana
$456K +$15.9K +85 +4%
AWM
1610
Atticus Wealth Management
Florida
$456K +$232K +1,240 +100%
FW
1611
FullCircle Wealth
Texas
$456K +$19.6K +105 +4%
FFA
1612
Founders Financial Alliance
North Carolina
$456K +$9.34K +50 +2%
MFA
1613
Morling Financial Advisors
California
$455K +$8.4K +45 +2%
AAIM
1614
Asset Advisors Investment Management
Georgia
$451K
SWP
1615
Semus Wealth Partners
Florida
$450K +$20.5K +110 +5%
HI
1616
Hudock Inc
Pennsylvania
$447K +$3.74K +20 +0.8%
CIM
1617
Contravisory Investment Management
Massachusetts
$447K +$5.6K +30 +1%
CHJWM
1618
Carlton Hofferkamp & Jenks Wealth Management
Texas
$442K
GQG Partners
1619
GQG Partners
Florida
$441K -$13.1K -70 -3%
LSWP
1620
Liberty Square Wealth Partners
Pennsylvania
$440K +$2.8K +15 +0.6%
FCA
1621
FLC Capital Advisors
California
$439K +$934 +5 +0.2%
MWM
1622
Maripau Wealth Management
Indiana
$438K -$126K -675 -22%
RFO
1623
RiverGlades Family Offices
Florida
$437K
TA
1624
TFB Advisors
Kansas
$434K -$257K -1,375 -37%
SC
1625
Sepio Capital
Utah
$433K +$135K +725 +44%