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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
3226
Freedom Wealth Alliance
Wisconsin
$35.2K +$33K +688 New
KIA
3227
Kraematon Investment Advisors
Massachusetts
$34.2K +$32K +667 New
AW
3228
Avion Wealth
Texas
$34K
MFG
3229
Mendota Financial Group
Wisconsin
$32.8K +$30.7K +640 New
MPCL
3230
My Personal CFO LLC
Washington
$32.5K +$30.4K +634 New
SCA
3231
Stuart Chaussee & Associates
California
$32K
GAG
3232
Goodman Advisory Group
Massachusetts
$31K
WFA
3233
West Financial Advisors
Iowa
$30.3K
TWP
3234
TFO Wealth Partners
Ohio
$29.1K -$288 -6 -4%
MIM
3235
Macroview Investment Management
Maryland
$29K +$48 +1 +0.2%
AS
3236
Altshuler Shaham
Israel
$27.1K -$486K -10,130 -95%
WAM
3237
Worth Asset Management
Texas
$26.9K
ARS
3238
Adirondack Retirement Specialists
New York
$25.6K
AIA
3239
Arcadia Investment Advisors
Idaho
$25.6K
CAM
3240
ClariVest Asset Management
California
$25K -$17.4M -363,820 -100%
CFG
3241
CKW Financial Group
Hawaii
$25K
LG
3242
LAM Group
Oregon
$24.9K +$23.3K +486 New
Baillie Gifford & Co
3243
Baillie Gifford & Co
United Kingdom
$23.9K
RFS
3244
Retirement Financial Solutions
Tennessee
$23.6K +$22.1K +461 New
RA
3245
Rational Advisors
New York
$23.6K
IA
3246
IFS Advisors
Kansas
$21.3K
BCPWM
3247
Bradley & Co Private Wealth Management
Florida
$16.9K
HFS
3248
HBC Financial Services
Washington
$16K +$96 +2 +0.6%
LWA
3249
Lowe Wealth Advisors
Maryland
$11.5K
DCP
3250
Distillate Capital Partners
Illinois
$11.5K +$10.8K +225 New