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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
751
Regent Peak Wealth Advisors
Georgia
$9K +$7.34K +28 New
FF
752
FourThought Financial
Florida
$9K +$7.87K +30 New
BFC
753
Bedel Financial Consulting
Indiana
$8K – – –
AS
754
Altshuler Shaham
Israel
$8K +$6.56K +25 New
OSNBOA
755
Old Second National Bank of Aurora
Illinois
$7K -$6.56K -25 -56%
APWA
756
Atlas Private Wealth Advisors
New Jersey
$7K – – –
GI
757
Gradient Investments
Minnesota
$6K – – –
JWA
758
JFS Wealth Advisors
Pennsylvania
$6K +$262 +1 +6%
VCG
759
Vantage Consulting Group
Virginia
$6K +$4.46K +17 New
EI
760
Ellevest Inc
New York
$6K +$4.72K +18 New
WFA
761
West Financial Advisors
Iowa
$6K +$4.72K +18 New
FP
762
Fiduciary Planning
Florida
$5K -$2.62K -10 -40%
DAM
763
Delta Asset Management
Tennessee
$5K – – –
NL
764
NVWM LLC
Pennsylvania
$5K – – –
VCM
765
Versant Capital Management
Arizona
$5K – – –
CA
766
Crewe Advisors
Utah
$5K +$4.2K +16 New
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$5K +$4.2K +16 New
CWP
768
Concord Wealth Partners
Virginia
$4K +$3.15K +12 New
MAM
769
Meeder Asset Management
Ohio
$3K -$1.15M -4,396 -100%
CI
770
CX Institutional
Indiana
$3K – – –
FMP
771
Financial Management Professionals
Texas
$3K – – –
HGWM
772
Harvest Group Wealth Management
Massachusetts
$3K – – –
ME
773
McIlrath & Eck
Washington
$3K – – –
RIA
774
RPG Investment Advisory
California
$3K – – –
TPWA
775
TRUE Private Wealth Advisors
Oregon
$3K +$1.31K +5 +100%