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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$5.66K -$4.09K -46 -45%
VWA
302
Valued Wealth Advisors
Utah
$5.36K +$4.81K +54 New
DAM
303
Delta Asset Management
Tennessee
$4.97K – – –
KFAS
304
Keating Financial Advisory Services
Kansas
$4.67K -$890 -10 -18%
RF
305
Rossby Financial
Florida
$3.77K -$89 -1 -3%
CT
306
Colonial Trust
South Carolina
$3.5K +$356 +4 +13%
QL
307
Quarry LP
New York
$3.48K +$89 +1 +3%
IAIM
308
International Assets Investment Management
Florida
$3.34K – – –
IAS
309
IMA Advisory Services
Colorado
$2.88K +$890 +10 +53%
AAP
310
Arax Advisory Partners
Colorado
$2.88K -$7.03K -79 -73%
FFO
311
Fortitude Family Office
Arizona
$2.58K -$89 -1 -4%
RWS
312
Retirement Wealth Solutions
Wisconsin
$2.48K -$534 -6 -19%
GFA
313
Godfrey Financial Associates
New York
$2.48K -$356 -4 -14%
MNA
314
Manning & Napier Advisors
New York
$2.47K +$2.23K +25 New
SS
315
SBI Securities
Japan
$2.38K -$445 -5 -17%
KG
316
Kilter Group
New York
$2.38K -$356 -4 -14%
BWA
317
Basecamp Wealth Advisors
Washington
$2.29K -$6.05K -68 -75%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.29K – – –
APFP
319
Action Point Financial Planning
Michigan
$2.29K +$2.14K +24 New
CA
320
Continuum Advisory
Idaho
$1.99K +$1.78K +20 New
CFM
321
Cornerstone Financial Management
Massachusetts
$1.79K – – –
JWM
322
JPL Wealth Management
Colorado
$1.69K -$178 -2 -11%
MA
323
MCF Advisors
Kentucky
$1.49K -$890 -10 -40%
CFB
324
Cullen/Frost Bankers
Texas
$1.49K – – –
NWMP
325
Noble Wealth Management PBC
Colorado
$1.39K +$1.25K +14 New