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Name Holding Trade Value Shares
Change
Change in
Stake
NF
1451
Napier Financial
Massachusetts
$36.1K +$31.4K +389 New
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$35.9K -$28.3K -350 -47%
DWP
1453
Destiny Wealth Partners
Florida
$34.9K +$30.3K +375 New
FC
1454
Financial Consulate
Maryland
$34.5K +$15.4K +191 +106%
CFO
1455
CVA Family Office
Colorado
$33.7K – – –
NEWAS
1456
N.E.W. Advisory Services
Wisconsin
$32.8K +$17K +210 +147%
SGK
1457
Steigerwald Gordon & Koch
Virginia
$32.5K -$24.2K -299 -46%
OA
1458
Operose Advisors
Wisconsin
$32.5K +$28.3K +350 New
NECFA
1459
New England Capital Financial Advisors
Connecticut
$31.4K – – –
DWM
1460
Dogwood Wealth Management
Kansas
$31.2K +$6.06K +75 +29%
MAS
1461
MPWM Advisory Solutions
Georgia
$30.5K +$242 +3 +0.9%
TAR
1462
Trask Adam Roland
$30.2K +$26.3K +325 New
KFAS
1463
Keating Financial Advisory Services
Kansas
$30.1K -$18.6K -230 -42%
CFS
1464
CGC Financial Services
Oregon
$30.1K – – –
MMCM
1465
Murphy & Mullick Capital Management
New York
$29.7K – – –
RWS
1466
Retirement Wealth Solutions
Wisconsin
$29.1K +$2.42K +30 +11%
AWA
1467
Acumen Wealth Advisors
Tennessee
$28.7K – – –
NRG
1468
Nemes Rush Group
Michigan
$28.3K +$3.48K +43 +16%
UIA
1469
Ulland Investment Advisors
Minnesota
$28K – – –
SWIM
1470
Smallwood Wealth Investment Management
New Jersey
$27.9K – – –
AAG
1471
Accordant Advisory Group
Maryland
$27.4K +$23.8K +295 New
WA
1472
WPG Advisers
Maryland
$27.2K -$4.61K -57 -16%
SEP
1473
Signature Equity Partners
Ohio
$27.2K +$4.69K +58 +25%
TC
1474
Truvestments Capital
Florida
$26.7K +$6.46K +80 +39%
MTIC
1475
Missouri Trust & Investment Company
Missouri
$26.5K – – –