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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1851
Private Wealth Management Group
New Jersey
$24.6K -$3.01K -21 -10%
MWA
1852
Medallion Wealth Advisors
Connecticut
$24.3K +$33.4K +233 New
UIA
1853
Ulland Investment Advisors
Minnesota
$24K
DFA
1854
DHJJ Financial Advisors
Illinois
$23.5K
SC
1855
Swan Capital
Florida
$23.5K +$22.2K +155 +816%
FIM
1856
FWL Investment Management
Texas
$22.6K
BIA
1857
Bell Investment Advisors
California
$22.4K -$85.4K -596 -78%
CF
1858
Collier Financial
Colorado
$22.4K +$23.8K +166 New
VWA
1859
Valued Wealth Advisors
Utah
$22K +$3.15K +22 +16%
HIW
1860
Holos Integrated Wealth
Pennsylvania
$21K +$22.2K +155 New
NWWA
1861
New Wave Wealth Advisors
Arkansas
$20.9K +$22.2K +155 New
WWA
1862
Wingate Wealth Advisors
Massachusetts
$19.9K +$21.1K +147 New
1IA
1863
1620 Investment Advisors
Massachusetts
$19.6K +$15.8K +110 +314%
EA
1864
Evolution Advisers
Virginia
$19K
GWSA
1865
Global Wealth Strategies & Associates
Colorado
$18.5K
RDIA
1866
RE Dickinson Investment Advisors
Iowa
$18.1K
PP
1867
Pacifica Partners
Canada
$17.8K
SFGP
1868
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$17.3K +$18.3K +128 New
PWS
1869
Peterson Wealth Services
Utah
$17.2K
GGI
1870
Godsey & Gibb Inc
Virginia
$16.9K
RJA
1871
Ross\Johnson & Associates
Minnesota
$16.9K +$17.9K +125 New
CP
1872
Castleview Partners
Texas
$16.3K +$17.1K +119 New
FDW
1873
Fourth Dimension Wealth
Ohio
$15.7K +$16.6K +116 New
NWMP
1874
Noble Wealth Management PBC
Colorado
$15.7K +$16.6K +116 New
PCTC
1875
Perkins Coie Trust Company
Washington
$15.4K -$10.3K -72 -39%