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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2251
Family CFO
California
$10.5K
VAG
2252
VisionPoint Advisory Group
Texas
$10.3K -$2.85K -29 -20%
IA
2253
IFS Advisors
Kansas
$10.2K
CAM
2254
ClariVest Asset Management
California
$10K +$982 +10 +10%
CFFP
2255
Center for Financial Planning
Michigan
$9.86K
GWSA
2256
Global Wealth Strategies & Associates
Colorado
$8.85K
SGC
2257
Slocum, Gordon & Co
Rhode Island
$8.03K +$8.64K +88 New
MIFH
2258
Migdal Insurance & Financial Holdings
Israel
$8K
SWM
2259
Sanctuary Wealth Management
Idaho
$7.85K
CAS
2260
Coppell Advisory Solutions
Texas
$7.74K -$14.7K -150 -66%
QL
2261
Quarry LP
New York
$7.39K -$1.77K -18 -18%
UFF
2262
USA Financial Formulas
Michigan
$7.39K
CAM
2263
Costello Asset Management
Pennsylvania
$7.38K -$393 -4 -5%
MSFP
2264
Mark Sheptoff Financial Planning
Connecticut
$7.21K
FFL
2265
Financial Freedom LLC
Ohio
$7.2K
AWM
2266
Activest Wealth Management
Florida
$6.98K
AWA
2267
Authentikos Wealth Advisory
California
$6.57K +$7.07K +72 New
HH
2268
HWG Holdings
Texas
$6.39K
ETC
2269
Exchange Traded Concepts
Oklahoma
$6.3K -$919K -9,359 -99%
SC
2270
Steph & Co
Wisconsin
$6.12K
GCM
2271
Gables Capital Management
Florida
$5.93K -$2.26K -23 -26%
RG
2272
Retirement Group
California
$5.84K -$4.22K -43 -40%
PP
2273
PFS Partners
New Jersey
$5.84K
CHA
2274
Carmichael Hill & Associates
Maryland
$5.57K
CIR
2275
Clear Investment Research
Georgia
$5.5K -$491 -5 -8%