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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2426
JCIC Asset Management
Ontario, Canada
$77.1K
RDFA
2427
Ritter Daniher Financial Advisory
Ohio
$76.4K -$23.8K -960 -21%
TAP
2428
Tounjian Advisory Partners
Florida
$76.1K -$1.1M -44,318 -92%
LF
2429
LifeSteps Financial
California
$75.1K +$90.1K +3,630 New
VWM
2430
Vermillion Wealth Management
Minnesota
$74.8K -$11.6K -467 -11%
SFCL
2431
Strengthening Families & Communities LLC
Massachusetts
$74.7K +$2.83K +114 +3%
BGA
2432
Battery Global Advisors
Massachusetts
$74.3K
CC
2433
Corsicana & Co
Texas
$74.1K
IRAG
2434
Investment Research & Advisory Group
Georgia
$72.6K
WBC
2435
West Branch Capital
Massachusetts
$72K -$18.7K -755 -18%
BFPW
2436
BOK Financial Private Wealth
Colorado
$70.6K +$9.51K +383 +13%
TFM
2437
TFC Financial Management
Massachusetts
$69.8K -$29.6K -1,192 -26%
MPW
2438
MASECO Private Wealth
$69.5K -$1.24K -50 -1%
API
2439
Asset Planning Inc
California
$69.2K -$69.8K -2,814 -46%
AWM
2440
Ameliora Wealth Management
Switzerland
$68.5K
KFG
2441
Kingdom Financial Group
Arizona
$68.2K -$15.6K -628 -16%
RWM
2442
RMG Wealth Management
Wisconsin
$67.1K +$819 +33 +1%
WWM
2443
Wolff Wiese Magana
California
$66.4K +$472 +19 +0.6%
AIS
2444
Advocate Investing Services
Maryland
$66.3K +$25 +1 +0%
MS
2445
Monetary Solutions
Ohio
$66K
BW
2446
Basepoint Wealth
Iowa
$65.7K +$15.1K +609 +24%
VWA
2447
Valued Wealth Advisors
Utah
$65.4K -$9.11K -367 -10%
PG
2448
Proffitt & Goodson
Tennessee
$64.9K +$31.8K +1,280 +69%
SRCM
2449
Signature Resources Capital Management
California
$64.8K +$32.4K +1,306 +72%
GTAM
2450
Global Trust Asset Management
Florida
$64.7K