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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2751
Strive Financial Group
Indiana
$76K -$534 -20 -0.8%
BFS
2752
Beacon Financial Strategies
North Carolina
$75.4K
BW
2753
Basepoint Wealth
Iowa
$74.4K +$508 +19 +0.7%
AI
2754
AXS Investments
New York
$72.8K -$38K -1,424 -36%
TGY2IT
2755
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$72.7K +$67K +2,508 New
SIM
2756
Synergy Investment Management
Florida
$72.5K +$66.8K +2,502 New
VWA
2757
VSM Wealth Advisory
Maryland
$72.4K +$27 +1 +0%
WA
2758
Whipplewood Advisors
Colorado
$71K +$20.2K +758 +45%
KG
2759
Kilter Group
New York
$70.9K +$27.5K +1,029 +73%
CJ
2760
Caitlin John
Michigan
$69.5K +$588 +22 +0.9%
RWM
2761
RMG Wealth Management
Wisconsin
$68K +$73K +2,734 New
SA
2762
Seneschal Advisors
Washington
$67.2K -$294 -11 -0.5%
HIW
2763
Holos Integrated Wealth
Pennsylvania
$66.4K +$12.3K +460 +24%
GCM
2764
Gunpowder Capital Management
Maryland
$66.1K
FA
2765
Fountainhead AM
New Jersey
$64.3K +$5K +187 +9%
IAS
2766
IMA Advisory Services
Colorado
$63.5K -$641 -24 -1%
SSG
2767
Summit Securities Group
New York
$62.4K -$430K -16,080 -88%
FFA
2768
Frazier Financial Advisors
Ohio
$61.4K +$16.1K +604 +40%
TC
2769
Tacita Capital
Ontario, Canada
$61.2K +$4.01K +150 +8%
CT
2770
Coastline Trust
Rhode Island
$60.5K +$39.8K +1,488 +248%
BAM
2771
Bellevue Asset Management
Washington
$60.5K +$107 +4 +0.2%
SC
2772
Swan Capital
Florida
$60K -$101K -3,799 -65%
EWM
2773
Evolution Wealth Management
Florida
$59.9K +$39.4K +1,476 +251%
RC
2774
Rexford Capital
Texas
$59.7K +$47K +1,761 +587%
VR
2775
Vision Retirement
New Jersey
$59.6K -$481 -18 -0.9%