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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1601
Action Point Financial Planning
Michigan
$71.2K +$69.5K +547 New
GSWM
1602
Golden State Wealth Management
California
$71K -$78.8K -620 -53%
MCM
1603
Manchester Capital Management
Vermont
$69.6K -$113K -891 -63%
AP
1604
Atwood & Palmer
Missouri
$68.2K +$508 +4 +0.8%
PWA
1605
Physician Wealth Advisors
Utah
$67K +$1.65K +13 +3%
PCFFS
1606
Pacific Center for Financial Services
California
$66.5K
UFF
1607
USA Financial Formulas
Michigan
$66.2K -$17.8K -140 -22%
VWM
1608
Vermillion Wealth Management
Minnesota
$66K -$4.45K -35 -6%
DSC
1609
Daytona Street Capital
Missouri
$65.9K
TFIPS
1610
Towarzystwo Funduszy Inwestycyjnych PZU SA
$65.8K +$6.86K +54 +12%
RCM
1611
Raleigh Capital Management
North Carolina
$65.4K +$26.2K +206 +70%
MO
1612
McMillan Office
Michigan
$65.3K
BIAS
1613
Beacon Investment Advisory Services
New Jersey
$64.3K
SGK
1614
Steigerwald Gordon & Koch
Virginia
$64.2K +$127 +1 +0.2%
SWA
1615
SOA Wealth Advisors
New York
$62.3K -$13.2K -104 -18%
MA
1616
MCF Advisors
Kentucky
$62.2K
RS
1617
Rakuten Securities
Japan
$61.3K -$40.4K -318 -40%
FFO
1618
Fortitude Family Office
Arizona
$61.3K +$25.4K +200 +74%
CCA
1619
Catalyst Capital Advisors
New York
$61.1K -$61.4K -483 -51%
OAJ
1620
Ogorek Anthony Joseph
New York
$61K +$254 +2 +0.4%
MAM
1621
Marquette Asset Management
Minnesota
$60.5K
S
1622
Sachetta
Massachusetts
$60.2K +$4.32K +34 +8%
KFG
1623
Kingdom Financial Group
Arizona
$59.9K -$1.65K -13 -3%
CG
1624
Curat Global
New Hampshire
$58.8K -$38.1K -300 -67%
FUBT
1625
First United Bank & Trust
Maryland
$57.2K +$4.83K +38 +10%