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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1201
Archer Investment Corporation
Indiana
$53.2K +$56.3K +250 New
AF
1202
Alerus Financial
North Dakota
$52.8K
WETS
1203
Wealth Enhancement Trust Services
South Dakota
$52.4K +$28.4K +126 +105%
FFO
1204
Fortitude Family Office
Arizona
$49.8K +$4.72K +21 +10%
CA
1205
Continuum Advisory
Idaho
$48.7K +$51.5K +229 New
EWM
1206
Evermay Wealth Management
Virginia
$48.7K +$51.5K +229 New
PWA
1207
Physician Wealth Advisors
Utah
$48.5K +$6.08K +27 +13%
APFP
1208
Action Point Financial Planning
Michigan
$48.5K +$53.3K +237 New
SL
1209
Salomon & Ludwin
Virginia
$47.3K
GWM
1210
Geneos Wealth Management
Colorado
$46.6K
JWA
1211
JFS Wealth Advisors
Pennsylvania
$46.2K -$225 -1 -0.5%
BCWM
1212
Bartlett & Co Wealth Management
Ohio
$45.8K +$2.7K +12 +6%
PAP
1213
Persistent Asset Partners
Hong Kong
$45.1K +$47.7K +212 New
EWP
1214
Elevation Wealth Partners
California
$44.9K +$38K +169 +402%
CT
1215
Coastline Trust
Rhode Island
$44.7K
BFPW
1216
BOK Financial Private Wealth
Colorado
$44.1K +$1.57K +7 +4%
OAJ
1217
Ogorek Anthony Joseph
New York
$44K
BWL
1218
Bogart Wealth LLC
Virginia
$43.2K +$2.25K +10 +5%
APW
1219
Atlantic Private Wealth
North Carolina
$42.6K
PUI
1220
Purpose Unlimited Inc
$42.6K
BIA
1221
Bell Investment Advisors
California
$42.6K +$450 +2 +1%
KAS
1222
Kemnay Advisory Services
New York
$41.5K -$900 -4 -2%
LSA
1223
Leonteq Securities AG
Switzerland
$41.3K -$25.4K -113 -37%
TLCM
1224
Twin Lakes Capital Management
California
$41.2K
VEA
1225
Virtus ETF Advisers
New York
$38.3K