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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
3126
Regency Capital Management
Hawaii
$52K -$5.81K -112 -10%
LFA
3127
Level Financial Advisors
New York
$52K
TVWM
3128
Tower View Wealth Management
Wisconsin
$52K
SP
3129
SWS Partners
Ohio
$52K +$51.9K +1,000 New
PFA
3130
Professional Financial Advisors
Nebraska
$48K +$52 +1 +0.1%
SC
3131
Schubert & Co
Texas
$46K -$393K -7,579 -89%
ODG
3132
O'Dell Group
Ohio
$46K
WWP
3133
WR Wealth Planners
Missouri
$44.8K +$44.9K +866 New
CCMW
3134
Cypress Capital Management (Wyoming)
Wyoming
$44K -$1.1M -21,170 -96%
CDIA
3135
Capital Directions Investment Advisors
Georgia
$43K +$43.6K +840 New
CQS
3136
Credential Qtrade Securities
$42.5K -$830K -15,992 -95%
CMA
3137
Cedar Mountain Advisors
Oregon
$41K +$259 +5 +0.6%
EA
3138
Evolution Advisers
Virginia
$41K +$31.1K +600 +309%
KFP
3139
KB Financial Partners
New Jersey
$38K -$156 -3 -0.4%
AW
3140
Avion Wealth
Texas
$38K +$5.19K +100 +16%
WFA
3141
West Financial Advisors
Iowa
$38K +$7.11K +137 +23%
BA
3142
Bivin & Associates
Oklahoma
$35K +$2.75K +53 +9%
ARIS
3143
Advanced Research Investment Solutions
California
$34K +$26.4K +509 +339%
SCA
3144
Stuart Chaussee & Associates
California
$32K +$16.9K +325 +108%
GCA
3145
Greenwood Capital Associates
South Carolina
$29K -$11.7M -226,192 -100%
BA
3146
Bellwether Advisors
Nebraska
$29K
WA
3147
Win Advisors
Florida
$29K +$29.2K +563 New
WAM
3148
Worth Asset Management
Texas
$29K +$30.1K +581 New
EFS
3149
Econ Financial Services
Pennsylvania
$26K -$2.08K -40 -8%
AWM
3150
Avondale Wealth Management
Texas
$26K