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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
701
Sunrise Financial Services
Washington
$1.57K – – –
SC
702
Swan Capital
Florida
$1.57K +$489 +7 +39%
SIM
703
Sims Investment Management
Ohio
$1.48K +$1.68K +24 New
CFO
704
CVA Family Office
Colorado
$1.39K -$140K -2,000 -99%
GI
705
GAMMA Investing
California
$1.32K – – –
DF
706
DecisionPoint Financial
Arizona
$1.27K – – –
KFI
707
Key Financial Inc
Pennsylvania
$1.26K – – –
GFA
708
Godfrey Financial Associates
New York
$1.2K +$489 +7 +58%
QL
709
Quarry LP
New York
$1.07K +$1.19K +17 New
CA
710
Continuum Advisory
Idaho
$1.01K +$1.12K +16 New
BWA
711
Basecamp Wealth Advisors
Washington
$1K – – –
PCM
712
Penserra Capital Management
California
$1K – – –
TCA
713
Trifecta Capital Advisors
Illinois
$945 -$121K -1,735 -99%
GEA
714
Glen Eagle Advisors
New Jersey
$944 +$1.05K +15 New
TFA
715
Transamerica Financial Advisors
Florida
$762 +$350 +5 +71%
AA
716
Addison Advisors
Vermont
$756 -$769 -11 -48%
PMFA
717
Plante Moran Financial Advisors
Michigan
$755 – – –
HWP
718
Highline Wealth Partners
California
$692 +$280 +4 +57%
BDPWM
719
Barnes Dennig Private Wealth Management
Ohio
$692 +$769 +11 New
DRP
720
Decker Retirement Planning
Utah
$641 +$699 +10 New
RF
721
Rossby Financial
Florida
$630 -$181K -2,595 -100%
MCM
722
MV Capital Management
Maryland
$630 -$769 -11 -52%
BWL
723
Bogart Wealth LLC
Virginia
$567 -$4.89K -70 -89%
AG
724
AmeriFlex Group
Nevada
$504 +$559 +8 New
FGC
725
Financial Gravity Companies
Texas
$441 +$489 +7 New