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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
1676
United Financial Planning Group
New York
$4.2K +$4.11K +20 New
SFCL
1677
Strengthening Families & Communities LLC
Massachusetts
$4.03K +$3.9K +19 New
SWA
1678
SOA Wealth Advisors
New York
$3.99K – – –
ACA
1679
American Capital Advisory
Idaho
$3.78K +$2.46K +12 +200%
IWS
1680
Intentional Wealth Strategies
Colorado
$3.78K +$3.7K +18 New
SNB
1681
Security National Bank
Nebraska
$3.57K +$3.49K +17 New
GGI
1682
Godsey & Gibb Inc
Virginia
$3.36K -$2.88K -14 -47%
SRCM
1683
Signature Resources Capital Management
California
$3.36K – – –
PP
1684
Pacifica Partners
Canada
$3.15K – – –
PWA
1685
Provenance Wealth Advisors
Florida
$3.15K – – –
PWA
1686
Portus Wealth Advisors
North Carolina
$3.15K +$3.08K +15 New
KB
1687
Kimelman & Baird
New York
$2.73K – – –
BHWM
1688
Beaird Harris Wealth Management
Texas
$2.52K – – –
IPS
1689
Investors Portfolio Services
Washington
$2.4K +$1.23K +6 +100%
CIR
1690
Clear Investment Research
Georgia
$2.4K +$2.26K +11 New
MDA
1691
Minot DeBlois Advisors
Massachusetts
$2.1K – – –
MBFW
1692
Morton Brown Family Wealth
Pennsylvania
$2.1K – – –
KA
1693
Kozak & Associates
Colorado
$2K – – –
MFP
1694
Meramec Financial Planners
Missouri
$1.98K – – –
CAN
1695
Capital Advisor Network
Indiana
$1.89K +$1.85K +9 New
NWMP
1696
Noble Wealth Management PBC
Colorado
$1.68K – – –
SFS
1697
Sunrise Financial Services
Washington
$1.68K +$1.64K +8 New
PS
1698
PayPay Securities
Japan
$1.58K -$616 -3 -27%
P
1699
Palladiem
Pennsylvania
$1.57K – – –
FA
1700
Financial Avengers
California
$1.53K – – –
66 67
68
69 70