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Name Holding Trade Value Shares
Change
Change in
Stake
HF
2651
Halpern Financial
Virginia
$14.1K – – –
CFG
2652
CKW Financial Group
Hawaii
$14K – – –
MIM
2653
Meridiem Investment Management
United Kingdom
$13K -$135K -3,810 -92%
PFA
2654
Professional Financial Advisors
Nebraska
$13K -$5.33K -150 -30%
FWM
2655
Filbrandt Wealth Management
Wisconsin
$13K +$888 +25 +8%
SGAM
2656
Smith Group Asset Management
Texas
$12K +$3.87K +109 +52%
BCPWM
2657
Bradley & Co Private Wealth Management
Florida
$12K +$11.7K +329 New
CPFP
2658
Clear Perspectives Financial Planning
Ohio
$11K – – –
RWG
2659
Regal Wealth Group
California
$11K – – –
SCA
2660
Stuart Chaussee & Associates
California
$11K – – –
SFMG
2661
Sage Financial Management Group
Virginia
$11K +$11.1K +314 New
HFS
2662
HBC Financial Services
Washington
$10K +$71 +2 +0.8%
M1FG
2663
Mach-1 Financial Group
Arkansas
$10K -$25.4K -716 -70%
JMF
2664
Johnson Midwest Financial
Iowa
$10K +$1.6K +45 +19%
MS
2665
Mizuho Securities
Japan
$8K -$229K -6,458 -97%
FA
2666
Fortis Advisors
Pennsylvania
$8K +$71 +2 +1%
GIA
2667
Goodwin Investment Advisory
Georgia
$8K +$7.81K +220 New
CPWM
2668
Cypress Point Wealth Management
Texas
$7K -$895K -25,200 -99%
IHWM
2669
Iron Horse Wealth Management
Iowa
$7K – – –
HCM
2670
Horrell Capital Management
Arkansas
$6K – – –
TWP
2671
TFO Wealth Partners
Ohio
$6K – – –
BA
2672
Bellwether Advisors
Nebraska
$5K – – –
SPWG
2673
Sage Private Wealth Group
Illinois
$4K – – –
CIA
2674
CSat Investment Advisory
Michigan
$4K +$1.88K +53 +78%
LWA
2675
Lowe Wealth Advisors
Maryland
$4K +$3.55K +100 New