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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
3151
Legend Financial Advisors
Pennsylvania
$30.2K +$16.6K +93 +126%
RTL
3152
Red Tortoise LLC
Georgia
$30K +$29.6K +166 New
FWA
3153
Freedom Wealth Alliance
Wisconsin
$29.2K +$28.9K +162 New
Capstone Investment Advisors
3154
Capstone Investment Advisors
New York
$28.9K +$892 +5 +3%
BGC
3155
Beutel, Goodman & Co
Ontario, Canada
$27K – – –
MCA
3156
Maryland Capital Advisors
Maryland
$26.2K – – –
CIR
3157
Clear Investment Research
Georgia
$25K +$24.4K +137 New
Q
3158
QVR
California
$24K -$1.59M -8,910 -99%
PA
3159
PSI Advisors
Florida
$23.6K – – –
BCM
3160
Bourgeon Capital Management
Connecticut
$23.1K +$19.6K +110 +611%
FC
3161
Family CFO
California
$22.6K – – –
ARS
3162
Adirondack Retirement Specialists
New York
$22.2K +$4.82K +27 +28%
GAG
3163
Goodman Advisory Group
Massachusetts
$22K -$29.8K -167 -58%
LWP
3164
Laurel Wealth Planning
Minnesota
$21.1K – – –
PP
3165
Pacifica Partners
Canada
$20.2K -$7.13K -40 -27%
RG
3166
Retirement Group
California
$20K +$178 +1 +0.9%
BCPWM
3167
Bradley & Co Private Wealth Management
Florida
$19K – – –
TLA
3168
Tanglewood Legacy Advisors
Texas
$19K +$18.7K +105 New
GWSA
3169
Global Wealth Strategies & Associates
Colorado
$18.1K +$17.8K +100 New
IAA
3170
Independent Advisor Alliance
North Carolina
$17.7K -$548K -3,075 -3%
DWA
3171
Delos Wealth Advisors
Texas
$16.8K – – –
TJHA
3172
Thomas J. Herzfeld Advisors
Florida
$16.8K +$713 +4 +4%
IRAG
3173
Investment Research & Advisory Group
Georgia
$15.9K – – –
FWA
3174
FSC Wealth Advisors
New York
$14.1K – – –
QL
3175
Quarry LP
New York
$14.1K +$13.9K +78 New