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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1501
Montag & Associates
Georgia
$34.8K – – –
FGC
1502
Financial Gravity Companies
Texas
$34.8K +$35.2K +400 New
CB
1503
Community Bank
New York
$34.3K – – –
EIP
1504
Essential Investment Partners
Colorado
$33.9K – – –
CT
1505
Colonial Trust
South Carolina
$32.9K +$264 +3 +0.8%
GBT
1506
Grove Bank & Trust
Florida
$32.3K -$11.6K -132 -26%
VWM
1507
Vermillion Wealth Management
Minnesota
$31.9K -$3.61K -41 -10%
TFA
1508
Transamerica Financial Advisors
Florida
$31.6K +$13.1K +149 +70%
SR
1509
Syntax Research
Florida
$31.2K +$440 +5 +1%
FNWA
1510
Financial Network Wealth Advisors
Utah
$30.4K +$969 +11 +3%
SW
1511
StrongBox Wealth
Missouri
$30.4K +$30.8K +350 New
AIM
1512
Access Investment Management
Georgia
$29.6K – – –
DWM
1513
Dogwood Wealth Management
Kansas
$29.4K +$3K +34 +11%
ABWM
1514
Alpine Bank Wealth Management
Colorado
$29.4K +$29.8K +338 New
VR
1515
Vision Retirement
New Jersey
$28.3K +$264 +3 +0.9%
HFM
1516
Harvest Fund Management
China
$27K – – –
CFS
1517
CGC Financial Services
Oregon
$26.4K – – –
EWP
1518
Elevation Wealth Partners
California
$26.2K +$8.98K +102 +51%
CTA
1519
Colonial Trust Advisors
South Carolina
$26.1K – – –
POIA
1520
Pin Oak Investment Advisors
Texas
$26K – – –
LF
1521
LifeSteps Financial
California
$25.9K +$26.2K +298 New
PMAM
1522
Picton Mahoney Asset Management
Ontario, Canada
$25.9K +$26.2K +298 New
CA
1523
Crewe Advisors
Utah
$24.3K +$18.7K +212 +312%
JGCM
1524
Joseph Group Capital Management
Ohio
$23.8K +$2.47K +28 +11%
KAS
1525
Kemnay Advisory Services
New York
$23.1K +$1.15K +13 +5%
59 60
61
62 63