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Name Holding Trade Value Shares
Change
Change in
Stake
BG
2251
Bollard Group
Massachusetts
$11K +$98 +1 +0.9%
FC
2252
Family CFO
California
$10.5K – – –
VAG
2253
VisionPoint Advisory Group
Texas
$10.3K -$2.85K -29 -20%
IA
2254
IFS Advisors
Kansas
$10.2K – – –
CAM
2255
ClariVest Asset Management
California
$10K +$982 +10 +10%
CFFP
2256
Center for Financial Planning
Michigan
$9.86K – – –
GWSA
2257
Global Wealth Strategies & Associates
Colorado
$8.85K – – –
SGC
2258
Slocum, Gordon & Co
Rhode Island
$8.03K +$8.64K +88 New
MIFH
2259
Migdal Insurance & Financial Holdings
Israel
$8K – – –
SWM
2260
Sanctuary Wealth Management
Idaho
$7.85K – – –
CAS
2261
Coppell Advisory Solutions
Texas
$7.74K -$14.7K -150 -66%
QL
2262
Quarry LP
New York
$7.39K -$1.77K -18 -18%
UFF
2263
USA Financial Formulas
Michigan
$7.39K – – –
CAM
2264
Costello Asset Management
Pennsylvania
$7.38K -$393 -4 -5%
MSFP
2265
Mark Sheptoff Financial Planning
Connecticut
$7.21K – – –
FFL
2266
Financial Freedom LLC
Ohio
$7.2K – – –
AWM
2267
Activest Wealth Management
Florida
$6.98K – – –
AWA
2268
Authentikos Wealth Advisory
California
$6.57K +$7.07K +72 New
HH
2269
HWG Holdings
Texas
$6.39K – – –
ETC
2270
Exchange Traded Concepts
Oklahoma
$6.3K -$919K -9,359 -99%
SC
2271
Steph & Co
Wisconsin
$6.12K – – –
GCM
2272
Gables Capital Management
Florida
$5.93K -$2.26K -23 -26%
RG
2273
Retirement Group
California
$5.84K -$4.22K -43 -40%
PP
2274
PFS Partners
New Jersey
$5.84K – – –
CHA
2275
Carmichael Hill & Associates
Maryland
$5.57K – – –