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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1726
FWL Investment Management
Texas
$1.91K +$1.95K +8 New
FA
1727
Financial Avengers
California
$1.71K – – –
CCM
1728
Chilton Capital Management
Texas
$1.67K +$1.71K +7 New
BCMLT
1729
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.44K -$3.91K -16 -73%
HAP
1730
Harbor Asset Planning
Massachusetts
$1.43K +$1.47K +6 New
MSWA
1731
Marshall & Sterling Wealth Advisors
New York
$1.43K -$6.35K -26 -81%
CWM
1732
Consultiva Wealth Management
Puerto Rico
$1.43K – – –
SIS
1733
Strategic Investment Solutions
Illinois
$1.22K – – –
RF
1734
Robinswood Financial
Washington
$1.22K -$1.95K -8 -62%
BCM
1735
Blume Capital Management
California
$1.19K -$488 -2 -29%
CA
1736
Crewe Advisors
Utah
$1.19K +$1.22K +5 New
CFP
1737
Comprehensive Financial Planning
Pennsylvania
$1.19K – – –
IHWM
1738
Iron Horse Wealth Management
Iowa
$1.19K – – –
IAS
1739
IMA Advisory Services
Colorado
$1.19K +$1.22K +5 New
DF
1740
DecisionPoint Financial
Arizona
$967 +$977 +4 New
PWA
1741
Physician Wealth Advisors
Utah
$957 -$244 -1 -20%
RPA
1742
Redwood Park Advisors
California
$954 – – –
GWP
1743
Gen-Wealth Partners
Michigan
$953 – – –
MAWAG
1744
Mid-American Wealth Advisory Group
Missouri
$953 +$977 +4 New
BIM
1745
Breakwater Investment Management
Washington
$715 – – –
DFA
1746
DHJJ Financial Advisors
Illinois
$715 – – –
FCAS
1747
First Command Advisory Services
Texas
$715 – – –
PCFFS
1748
Pacific Center for Financial Services
California
$715 – – –
LFA
1749
Livelsberger Financial Advisory
Ohio
$715 +$732 +3 New
CIAM
1750
Caitong International Asset Management
Hong Kong
$477 -$732 -3 -60%