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Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
2601
Keystone Financial Group (Georgia)
Georgia
$14.8K – – –
CCC
2602
Chelsea Counsel Company
California
$14.7K -$14.9K -600 -46%
RWS
2603
Retirement Wealth Solutions
Wisconsin
$14.2K -$5.26K -212 -24%
SNBOSCI
2604
Security National Bank of Sioux City Iowa
Iowa
$13.5K +$16.2K +651 New
MCI
2605
MRP Capital Investments
Georgia
$13.4K – – –
BF
2606
Brooklyn FI
New York
$13.2K +$14.2K +572 New
HP
2607
Holistic Planning
Texas
$13K -$220K -8,869 -93%
MAFA
2608
MJT & Associates Financial Advisory
Minnesota
$13K – – –
VFA
2609
Values First Advisors
Tennessee
$12.6K +$15.1K +610 New
DCM
2610
Davis Capital Management
Florida
$12.6K +$3.03K +122 +25%
DWM
2611
Dogwood Wealth Management
Kansas
$12.6K -$3.18K -128 -17%
1NWS
2612
1 North Wealth Services
Maryland
$12.6K +$15.1K +607 New
LWCFA
2613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.4K +$14.9K +600 New
PNC
2614
Point Nemo Capital
Texas
$12.4K +$14.9K +600 New
AIM
2615
Access Investment Management
Georgia
$12.1K – – –
EP
2616
Essential Partners
California
$12K -$10.5K -425 -42%
HNW
2617
High Note Wealth
Minnesota
$12K -$2.23K -90 -13%
PS
2618
PayPay Securities
Japan
$11.9K +$3.1K +125 +28%
SFAM
2619
Sawyer Falduto Asset Management
Illinois
$11.4K – – –
SR
2620
Syntax Research
Florida
$11.1K – – –
PWA
2621
Principia Wealth Advisory
Texas
$10.3K +$1.17K +47 +10%
RRMM
2622
Regatta Research & Money Management
Louisiana
$10.3K +$12.3K +496 New
EA
2623
Evolution Advisers
Virginia
$10K +$546 +22 +4%
OAG
2624
Oakmont Advisory Group
New Mexico
$10K +$12K +483 New
PSFG
2625
Park Square Financial Group
Georgia
$9.83K -$4.14K -167 -26%