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Name Holding Trade Value Shares
Change
Change in
Stake
TF
801
Tompkins Financial
New York
$11.3K – – –
HIMS
802
Hager Investment Management Services
New Hampshire
$10.3K +$1.05K +5 +13%
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$10.3K +$9.46K +45 New
AW
804
Avion Wealth
Texas
$10K – – –
BIA
805
Bell Investment Advisors
California
$9.65K +$1.05K +5 +14%
MCA
806
McGuire Capital Advisors
Oklahoma
$9.43K +$8.62K +41 New
AIC
807
Archer Investment Corporation
Indiana
$9.2K -$16.8K -80 -67%
UIA
808
Ulland Investment Advisors
Minnesota
$9K – – –
FFO
809
Fortitude Family Office
Arizona
$8.73K -$210 -1 -3%
AP
810
Atwood & Palmer
Missouri
$8.05K – – –
BAM
811
Byrne Asset Management
New Jersey
$7.82K +$1.05K +5 +17%
CIA
812
Cape Investment Advisory
Georgia
$7.36K +$6.73K +32 New
RF
813
Rossby Financial
Florida
$7.36K +$6.73K +32 New
TWD
814
True Wealth Design
Ohio
$6.9K -$4.84K -23 -43%
GAG
815
Goodman Advisory Group
Massachusetts
$6.9K +$6.31K +30 New
SIC
816
SJS Investment Consulting
Ohio
$6.21K +$5.47K +26 +2,600%
RFP
817
Root Financial Partners
California
$5.98K +$2.31K +11 +73%
HWA
818
HHM Wealth Advisors
Tennessee
$5.98K +$5.47K +26 New
FMP
819
Financial Management Professionals
Texas
$5.75K – – –
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$5.75K +$5.26K +25 New
NL
821
NorthAvenue LLC
Ohio
$4.83K +$4.42K +21 New
PPC
822
Park Place Capital
Alabama
$4.83K – – –
NSIM
823
North Star Investment Management
Illinois
$4.83K +$4K +19 +950%
VWWMG
824
Vermillion & White Wealth Management Group
Pennsylvania
$4.37K – – –
RWS
825
Retirement Wealth Solutions
Wisconsin
$4.14K -$421 -2 -10%