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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1051
SOA Wealth Advisors
New York
$33K +$15.3K +27 +108%
Capital Analysts LLC
1052
Capital Analysts LLC
Pennsylvania
$32K -$18.1K -32 -39%
AF
1053
Alerus Financial
North Dakota
$31.1K -$50.8K -90 -65%
FMP
1054
Financial Management Professionals
Texas
$29.9K +$26.5K +47 New
IWM
1055
IMG Wealth Management
Florida
$29.2K +$26K +46 New
HM Payson & Co
1056
HM Payson & Co
Maine
$28.6K +$25.4K +45 New
AF
1057
Advisornet Financial
Minnesota
$28.6K +$1.7K +3 +7%
JTBR
1058
James T. Borello RIA
Illinois
$28K +$8.47K +15 +52%
DWM
1059
Dogwood Wealth Management
Kansas
$26.7K +$16.4K +29 +223%
PTC
1060
Private Trust Company
Ohio
$25.8K +$15.3K +27 +193%
LB
1061
Legacy Bridge
Iowa
$25.4K +$22.6K +40 New
VWM
1062
Valley Wealth Managers
New Jersey
$25.4K +$22.6K +40 New
MCF Advisors
1063
MCF Advisors
Kentucky
$24.1K +$15.8K +28 +280%
WPA
1064
Wealth Preservation Advisors
Tennessee
$24.1K +$21.5K +38 New
BFS
1065
Bare Financial Services
Pennsylvania
$22.9K -$24.9K -44 -55%
BW
1066
Basepoint Wealth
Iowa
$22.9K – – –
1IA
1067
1620 Investment Advisors
Massachusetts
$22.2K – – –
AEPWM
1068
Atlantic Edge Private Wealth Management
Florida
$22.2K +$5.65K +10 +40%
CIAM
1069
Caitong International Asset Management
Hong Kong
$21.6K -$5.6M -9,920 -100%
RWM
1070
Rialto Wealth Management
New York
$21.6K +$1.7K +3 +10%
OWA
1071
Opal Wealth Advisors
New York
$21.6K +$19.2K +34 New
NS
1072
NBC Securities
Alabama
$21.6K – – –
TF
1073
Tompkins Financial
New York
$21K -$15.8K -28 -46%
NFSG
1074
Newbridge Financial Services Group
Florida
$20.3K +$18.1K +32 New
FP
1075
Financial Perspectives
Minnesota
$19.7K – – –