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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2901
Navigoe Wealth Management
California
$23K +$23.9K +880 New
SIM
2902
Synergy Investment Management
Florida
$22.3K +$22.8K +840 New
MB
2903
Mizuho Bank
Japan
$21.2K +$21.7K +800 New
BFP
2904
Briaud Financial Planning
Texas
$21K – – –
GA
2905
GoalVest Advisory
New York
$20.9K -$2.52K -93 -11%
AP
2906
Aspect Partners
Virginia
$20.6K +$1.25K +46 +6%
PP
2907
Pacifica Partners
Canada
$20.4K -$109K -4,016 -84%
CAM
2908
Creekmur Asset Management
Illinois
$20.4K – – –
TCM
2909
TD Capital Management
Tennessee
$20.4K -$13.2K -487 -39%
PPA
2910
Painted Porch Advisors
California
$20.3K +$20.7K +764 New
VIS
2911
Vega Investment Solutions
France
$19.2K +$19.6K +722 New
FGC
2912
Financial Gravity Companies
Texas
$19K +$7.54K +278 +64%
PA
2913
Pineridge Advisors
Missouri
$18.9K +$7.54K +278 +64%
WOC
2914
West Oak Capital
California
$18.8K +$13.6K +500 +238%
IAG
2915
Innovative Advisory Group
Massachusetts
$17.3K +$17.7K +652 New
AFS
2916
Anderson Financial Strategies
Ohio
$17.1K +$17.5K +645 New
RDIA
2917
RE Dickinson Investment Advisors
Iowa
$16.6K +$54 +2 +0.3%
EPIME
2918
Evelyn Partners Investment Management (Europe)
$16.6K +$17K +625 New
AEPWM
2919
Atlantic Edge Private Wealth Management
Florida
$16.4K +$3.34K +123 +25%
CFP
2920
Comprehensive Financial Planning
Pennsylvania
$15.9K +$16.2K +599 New
SWP
2921
SIMA Wealth Partners
Virginia
$15.8K +$16.1K +594 New
TWD
2922
True Wealth Design
Ohio
$15.7K +$16K +591 New
PFG
2923
Putney Financial Group
California
$15.5K +$15.8K +584 New
LFA
2924
Legend Financial Advisors
Pennsylvania
$14.4K +$9.36K +345 +173%
HC
2925
Hoese & Co
Minnesota
$14.2K +$14.5K +534 New