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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2251
Valued Wealth Advisors
Utah
$14.4K +$4.73K +50 +45%
FP
2252
Financial Perspectives
Minnesota
$14.3K – – –
EPIMS
2253
Evelyn Partners Investment Management Services
$14.1K – – –
SFCL
2254
Strengthening Families & Communities LLC
Massachusetts
$13.6K +$14.4K +152 New
WA
2255
Whipplewood Advisors
Colorado
$12.7K +$12.2K +129 +992%
PP
2256
Paladin Partners
Wisconsin
$12.5K – – –
MSG
2257
Main Street Group
Virginia
$12.5K +$13.2K +140 New
FW
2258
Fairway Wealth
Ohio
$12.3K – – –
DAM
2259
Delta Asset Management
Tennessee
$11.8K -$3.97K -42 -24%
KG
2260
Kilter Group
New York
$11.8K +$2.27K +24 +22%
CFFP
2261
Center for Financial Planning
Michigan
$11.7K – – –
WA
2262
WPG Advisers
Maryland
$11.7K -$4.35K -46 -26%
XC
2263
XY Capital
Hong Kong
$11.7K +$12.4K +131 New
CIAS
2264
CBIZ Investment Advisory Services
Ohio
$11.4K -$14.2K -150 -54%
SA
2265
Scarborough Advisors
Maryland
$11.3K +$11.9K +126 New
SC
2266
Swan Capital
Florida
$11.1K +$1.32K +14 +13%
HFS
2267
Hughes Financial Services
Virginia
$10.8K -$3.4K -36 -23%
AWA
2268
Acumen Wealth Advisors
Tennessee
$10.8K -$30K -317 -73%
1NWS
2269
1 North Wealth Services
Maryland
$10.8K – – –
MPW
2270
MASECO Private Wealth
$10.4K -$155K -1,642 -93%
PGAM
2271
Princeton Global Asset Management
New Jersey
$10.2K -$7.66K -81 -42%
PF
2272
PlanVest Financial
Maryland
$10K +$10.6K +112 New
IA
2273
IFS Advisors
Kansas
$10K – – –
NWM
2274
Navigoe Wealth Management
California
$10K – – –
NSG
2275
Nalls Sherbakoff Group
Tennessee
$9.68K – – –