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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
701
Essential Partners
California
$15.4K -$3.24K -19 -16%
LC
702
Lavaca Capital
Texas
$15.4K – – –
RFG
703
REAP Financial Group
Texas
$15.4K +$17.1K +100 New
UIA
704
Ulland Investment Advisors
Minnesota
$15K – – –
W
705
WealthCollab
Washington
$14.9K -$3.58K -21 -18%
GEA
706
Glen Eagle Advisors
New Jersey
$14.9K +$2.05K +12 +14%
BFPW
707
BOK Financial Private Wealth
Colorado
$14.8K +$16.4K +96 New
APFP
708
Action Point Financial Planning
Michigan
$14.2K +$16K +94 New
SEP
709
Signature Equity Partners
Ohio
$13.9K -$341 -2 -2%
TCM
710
TD Capital Management
Tennessee
$13.6K – – –
TFM
711
TFC Financial Management
Massachusetts
$13.4K – – –
IAS
712
IMA Advisory Services
Colorado
$13.3K +$9.21K +54 +169%
AFG
713
Albion Financial Group
Utah
$12.5K -$1.19K -7 -8%
DWM
714
Dogwood Wealth Management
Kansas
$12.3K -$682 -4 -5%
MB
715
MidFirst Bank
Oklahoma
$12.3K – – –
HI
716
Horizon Investments
North Carolina
$11.9K -$82K -481 -86%
FMP
717
Financial Management Professionals
Texas
$11.9K +$5.46K +32 +71%
CT
718
Colonial Trust
South Carolina
$11.2K -$15.5K -91 -56%
FCAS
719
First Command Advisory Services
Texas
$10.5K +$9.55K +56 +467%
MNA
720
Manning & Napier Advisors
New York
$10.2K -$512 -3 -4%
WA
721
Whipplewood Advisors
Colorado
$10.2K -$75.7K -444 -87%
AT
722
Arlington Trust
Alabama
$10.2K – – –
HNB
723
Hilltop National Bank
Wyoming
$9.86K – – –
SFCL
724
Strengthening Families & Communities LLC
Massachusetts
$9.58K +$171 +1 +2%
IFWM
725
Institute for Wealth Management
Colorado
$9.44K +$10.4K +61 New
27 28
29
30 31