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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
3026
Valued Wealth Advisors
Utah
$107K +$11.9K +52 +15%
DWM
3027
Dogwood Wealth Management
Kansas
$104K – – –
DAL
3028
Delta Accumulation LLC
California
$103K – – –
WI
3029
Wintrust Investments
Illinois
$101K -$425K -1,864 -83%
BFS
3030
Burkett Financial Services
South Carolina
$101K -$73K -320 -45%
DAM
3031
Delta Asset Management
Tennessee
$101K -$1.6K -7 -2%
MFT
3032
Moisand Fitzgerald Tamayo
Florida
$100K +$17.8K +78 +25%
KB
3033
Kimelman & Baird
New York
$98.1K – – –
SR
3034
Syntax Research
Florida
$98.1K – – –
IA
3035
IFS Advisors
Kansas
$97.6K – – –
MIM
3036
Macroview Investment Management
Maryland
$97.1K -$23K -101 -21%
PAM
3037
Paradigm Asset Management
New York
$95.8K – – –
CIR
3038
Clear Investment Research
Georgia
$95.5K -$8.89K -39 -10%
RDIA
3039
RE Dickinson Investment Advisors
Iowa
$94.2K – – –
PAG
3040
Paladin Advisory Group
Iowa
$92.6K – – –
HWA
3041
Heritage Wealth Advisors
Virginia
$91.3K +$9.58K +42 +14%
CIAS
3042
CBIZ Investment Advisory Services
Ohio
$90.5K – – –
APC
3043
Aspire Private Capital
North Carolina
$89.8K -$1.37K -6 -2%
4FG
3044
4Thought Financial Group
New York
$89K – – –
SJIM
3045
St. Johns Investment Management
Florida
$88.4K – – –
EA
3046
Evolution Advisers
Virginia
$87K -$90.8K -398 -54%
BOC
3047
Bull Oak Capital
California
$84.2K – – –
BMC
3048
Bear Mountain Capital
Washington
$83.5K – – –
IWP
3049
IAG Wealth Partners
Wisconsin
$82.7K +$12.5K +55 +21%
FPFS
3050
First Personal Financial Services
North Carolina
$81.1K +$70.7K +310 New