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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
3076
Arcadia Investment Advisors
Idaho
$20.4K
CFG
3077
CKW Financial Group
Hawaii
$20K
LG
3078
LAM Group
Oregon
$19.8K
RTL
3079
Red Tortoise LLC
Georgia
$19.7K -$25.7K -594 -55%
Baillie Gifford & Co
3080
Baillie Gifford & Co
United Kingdom
$19K
RA
3081
Rational Advisors
New York
$18.8K
HFS
3082
HBC Financial Services
Washington
$17K +$4.45K +103 +31%
IA
3083
IFS Advisors
Kansas
$17K
RIA
3084
Retirement Investment Advisors
Oklahoma
$14.3K +$15.1K +350 New
CPFP
3085
Clear Perspectives Financial Planning
Ohio
$12.9K -$79.3K -1,835 -85%
SCA
3086
Stuart Chaussee & Associates
California
$12.2K -$14K -325 -52%
HFM
3087
Harvest Fund Management
China
$12K -$366K -8,477 -97%
SWG
3088
Summit Wealth Group
Vermont
$12K +$20.6M +475,932 New
FA
3089
Fortis Advisors
Pennsylvania
$9.18K +$86 +2 +0.9%
DEM
3090
Disciplined Equity Management
Florida
$8.57K -$632K -14,643 -99%
BCPWM
3091
Bradley & Co Private Wealth Management
Florida
$8.36K -$5.36K -124 -38%
GI
3092
GS Investments
Minnesota
$8.16K
HF
3093
Halpern Financial
Virginia
$8.16K
FCAS
3094
First Command Advisory Services
Texas
$8.16K +$3.28K +76 +61%
KM
3095
Kalos Management
Georgia
$8.16K +$8.64K +200 New
LFA
3096
Legend Financial Advisors
Pennsylvania
$8.11K -$32.8K -759 -79%
IHWM
3097
Iron Horse Wealth Management
Iowa
$7.87K
TWP
3098
TFO Wealth Partners
Ohio
$7.55K +$1.04K +24 +15%
LWA
3099
Lowe Wealth Advisors
Maryland
$7.14K -$2.16K -50 -22%
HCM
3100
Horrell Capital Management
Arkansas
$6K