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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2551
Bare Financial Services
Pennsylvania
$22.5K +$13K +524 +93%
FPF
2552
First Pacific Financial
Washington
$22.4K -$6.65K -268 -20%
TM
2553
Torren Management
California
$21.9K -$1.76K -71 -6%
CIS
2554
Custom Index Systems
New York
$21.7K +$26.1K +1,050 New
BA
2555
Blueline Advisors
New Hampshire
$21.3K
MWA
2556
Miller Wealth Advisors
Colorado
$21.2K
RF
2557
Robinswood Financial
Washington
$21.1K +$248 +10 +1%
LB
2558
Legacy Bridge
Iowa
$20.7K +$3.18K +128 +15%
FG
2559
Fairman Group
Pennsylvania
$20.7K +$99 +4 +0.4%
LFA
2560
LGT Financial Advisors
Texas
$20.4K +$273 +11 +1%
BBPWM
2561
Blue Bell Private Wealth Management
Pennsylvania
$20.2K
MNA
2562
Manning & Napier Advisors
New York
$20.2K +$3.72K +150 +19%
HIMS
2563
Hager Investment Management Services
New Hampshire
$20.1K -$546 -22 -2%
NOI
2564
Newton One Investments
Delaware
$19.7K
FDCP
2565
Foster Dykema Cabot & Partners
Massachusetts
$19.3K
DWA
2566
Delos Wealth Advisors
Texas
$19.3K +$12.4K +500 +116%
SVWA
2567
Sarver Vrooman Wealth Advisors
Missouri
$19.2K
CCMI
2568
Creative Capital Management Investments
California
$18.8K +$11K +443 +95%
VL
2569
Vima LLC
Michigan
$18.6K +$22.3K +898 New
PWMA
2570
Pension & Wealth Management Advisors
Massachusetts
$18.6K
IA
2571
IFS Advisors
Kansas
$17.9K +$25 +1 +0.1%
GF
2572
GGM Financials
Ohio
$17.6K +$223 +9 +1%
RWM
2573
Raffa Wealth Management
District of Columbia
$17.3K -$3.28K -132 -14%
1L
2574
10Elms LLP
Oklahoma
$17.3K
AAG
2575
Accordant Advisory Group
Maryland
$16.9K -$12.4K -500 -38%