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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1676
Vermillion Wealth Management
Minnesota
$4.83K +$4.72K +23 New
CWM
1677
Cranbrook Wealth Management
Michigan
$4.62K – – –
RWM
1678
Rialto Wealth Management
New York
$4.41K +$3.29K +16 +320%
UFPG
1679
United Financial Planning Group
New York
$4.2K +$4.11K +20 New
SFCL
1680
Strengthening Families & Communities LLC
Massachusetts
$4.03K +$3.9K +19 New
SWA
1681
SOA Wealth Advisors
New York
$3.99K – – –
ACA
1682
American Capital Advisory
Idaho
$3.78K +$2.46K +12 +200%
IWS
1683
Intentional Wealth Strategies
Colorado
$3.78K +$3.7K +18 New
SNB
1684
Security National Bank
Nebraska
$3.57K +$3.49K +17 New
GGI
1685
Godsey & Gibb Inc
Virginia
$3.36K -$2.88K -14 -47%
SRCM
1686
Signature Resources Capital Management
California
$3.36K – – –
PP
1687
Pacifica Partners
Canada
$3.15K – – –
PWA
1688
Provenance Wealth Advisors
Florida
$3.15K – – –
PWA
1689
Portus Wealth Advisors
North Carolina
$3.15K +$3.08K +15 New
KB
1690
Kimelman & Baird
New York
$2.73K – – –
BHWM
1691
Beaird Harris Wealth Management
Texas
$2.52K – – –
IPS
1692
Investors Portfolio Services
Washington
$2.4K +$1.23K +6 +100%
CIR
1693
Clear Investment Research
Georgia
$2.4K +$2.26K +11 New
MDA
1694
Minot DeBlois Advisors
Massachusetts
$2.1K – – –
MBFW
1695
Morton Brown Family Wealth
Pennsylvania
$2.1K – – –
KA
1696
Kozak & Associates
Colorado
$2K – – –
MFP
1697
Meramec Financial Planners
Missouri
$1.98K – – –
CAN
1698
Capital Advisor Network
Indiana
$1.89K +$1.85K +9 New
NWMP
1699
Noble Wealth Management PBC
Colorado
$1.68K – – –
SFS
1700
Sunrise Financial Services
Washington
$1.68K +$1.64K +8 New
66 67
68
69 70