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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
4226
Dynamic Wealth Strategies
California
$41.6K -$4.77K -12 -11%
3FI
4227
3 Factor Indexing
California
$41.2K – – –
CYG
4228
Clean Yield Group
Vermont
$40.8K -$1.99K -5 -5%
MFS
4229
Montgomery Financial Services
Maryland
$40.4K +$38.2K +96 New
LC
4230
Luminist Capital
Michigan
$39.1K +$66.4K +167 New
AI
4231
Atomic Invest
New York
$36.7K -$7.16K -18 -17%
UIA
4232
Ulland Investment Advisors
Minnesota
$36K – – –
HFG
4233
Harborfront Financial Group
Michigan
$34.5K +$32.6K +82 New
CFG
4234
Chapman Financial Group
Hawaii
$34.1K – – –
HPWM
4235
High Point Wealth Management
New Jersey
$33.6K – – –
SI
4236
Symmetry Investments
Jersey
$33.6K +$31.8K +80 New
JGIA
4237
Jackson Grant Investment Advisers
Connecticut
$32.4K – – –
AIA
4238
Arcadia Investment Advisors
Idaho
$32.2K – – –
FF
4239
Friedenthal Financial
New Jersey
$31.5K – – –
GI
4240
GS Investments
Minnesota
$31.5K – – –
KFGG
4241
Keystone Financial Group (Georgia)
Georgia
$31.5K – – –
TTIC
4242
Tower Trust & Investment Company
Iowa
$31.5K +$4.77K +12 +19%
SC
4243
Stance Capital
Massachusetts
$30.7K -$7.95K -20 -22%
FW
4244
Fairway Wealth
Ohio
$29.4K – – –
FCT
4245
First Community Trust
Iowa
$29.4K – – –
MEG
4246
Millstone Evans Group
Colorado
$29.4K +$24.3K +61 +678%
MSWA
4247
Marshall & Sterling Wealth Advisors
New York
$27.8K – – –
PA
4248
Prism Advisors
California
$27.8K – – –
ETS
4249
ESL Trust Services
New York
$26.9K – – –
MLA
4250
MB, Levis & Associates
Pennsylvania
$26.5K – – –