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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1476
LifeSteps Financial
California
$7.75K +$8.63K +100 New
APW
1477
Aventura Private Wealth
Florida
$7.68K +$2.16K +25 +34%
KFP
1478
Kerr Financial Planning
California
$7.57K – – –
BIM
1479
Breakwater Investment Management
Washington
$7.44K – – –
WAU
1480
Wellington-Altus USA
Manitoba, Canada
$7.25K – – –
VWA
1481
Valued Wealth Advisors
Utah
$6.9K – – –
MSG
1482
Main Street Group
Virginia
$6.44K – – –
SR
1483
Syntax Research
Florida
$6.44K – – –
GG
1484
Gleason Group
Kentucky
$6.44K +$7.17K +83 New
BWM
1485
Benson Wealth Management
Tennessee
$6.2K – – –
HWM
1486
HighMark Wealth Management
Minnesota
$5.76K -$777 -9 -11%
JFG
1487
JDM Financial Group
Texas
$5.58K – – –
UFPG
1488
United Financial Planning Group
New York
$5.43K +$6.04K +70 New
BH
1489
Burk Holdings
Oklahoma
$5.35K – – –
MAFA
1490
MJT & Associates Financial Advisory
Minnesota
$5.12K – – –
PSB
1491
Piscataqua Savings Bank
New Hampshire
$5.12K – – –
BIA
1492
Bell Investment Advisors
California
$4.96K -$777 -9 -12%
BAM
1493
Byrne Asset Management
New Jersey
$4.96K – – –
GCM
1494
Gunpowder Capital Management
Maryland
$4.82K +$86 +1 +2%
KFG
1495
Kingdom Financial Group
Arizona
$4.79K -$8.8K -102 -62%
PSFG
1496
Park Square Financial Group
Georgia
$4.58K +$86 +1 +2%
MWM
1497
Mascoma Wealth Management
New Hampshire
$4.19K – – –
C
1498
Covestor
United Kingdom
$4K -$691 -8 -14%
PP
1499
Pacifica Partners
Canada
$3.9K – – –
DPW
1500
DiNuzzo Private Wealth
Pennsylvania
$3.88K – – –