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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1501
Compass Financial Services
Iowa
$13.8K -$17K -173 -53%
HIW
1502
Holos Integrated Wealth
Pennsylvania
$13.3K – – –
HIA
1503
HFM Investment Advisors
New Jersey
$13K +$98 +1 +0.7%
PWMG
1504
Private Wealth Management Group
New Jersey
$12.9K +$6.4K +65 +82%
KA
1505
Kozak & Associates
Colorado
$12.1K -$12.4K -126 -48%
CWP
1506
Clark Wealth Partners
Illinois
$12K +$9.85K +100 +435%
TWD
1507
True Wealth Design
Ohio
$11.8K +$10K +102 +340%
PWS
1508
Peterson Wealth Services
Utah
$11.4K +$4.42M +44,906 +35,359%
RJA
1509
Ross\Johnson & Associates
Minnesota
$11.2K – – –
HAP
1510
Harbor Asset Planning
Massachusetts
$11.1K – – –
FNWA
1511
Financial Network Wealth Advisors
Utah
$11.1K – – –
LWMI
1512
Legacy Wealth Management (Idaho)
Idaho
$10.8K -$2.17K -22 -15%
OA
1513
Operose Advisors
Wisconsin
$10.8K – – –
Country Trust Bank
1514
Country Trust Bank
Illinois
$10.8K +$11.8K +120 New
FWA
1515
Flagship Wealth Advisors
Massachusetts
$10.7K -$161K -1,634 -93%
FDW
1516
Fourth Dimension Wealth
Ohio
$10.4K – – –
TIM
1517
Tortoise Investment Management
New York
$10.3K -$10.2K -104 -47%
PWM
1518
Proathlete Wealth Management
Florida
$10.1K +$689 +7 +7%
MAS
1519
MPWM Advisory Solutions
Georgia
$10K +$9.85K +100 +833%
APW
1520
Acima Private Wealth
Virginia
$10K +$11K +112 New
HBW
1521
Hazlett, Burt & Watson
West Virginia
$10K +$98 +1 +0.9%
AWA
1522
American Wealth Advisors
Georgia
$9.94K +$10.9K +111 New
FFL
1523
Financial Freedom LLC
Ohio
$9.74K – – –
TCM
1524
Tradewinds Capital Management
Washington
$9.69K – – –
MWPCG
1525
Measured Wealth Private Client Group
New Hampshire
$9.69K +$10.6K +108 New