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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1801
Valued Wealth Advisors
Utah
$29.4K
VAG
1802
VisionPoint Advisory Group
Texas
$29.3K -$203K -1,635 -88%
S
1803
Sachetta
Massachusetts
$28.6K
NSIM
1804
North Star Investment Management
Illinois
$28.3K +$22.5K +181 +670%
CCM
1805
Chilton Capital Management
Texas
$27.2K -$118K -952 -83%
LF
1806
LifeSteps Financial
California
$27.2K +$24.8K +200 New
TLA
1807
Tanglewood Legacy Advisors
Texas
$27.1K
CAL
1808
Capital Advisors Ltd
Ohio
$27K
WWP
1809
WR Wealth Planners
Missouri
$26.7K +$24.3K +196 New
BIA
1810
Bell Investment Advisors
California
$25.4K -$745 -6 -3%
OPTFSNA
1811
Old Point Trust & Financial Services N A
Virginia
$24.1K
GAA
1812
Global Assets Advisory
Florida
$22.8K +$20K +161 New
FIM
1813
FWL Investment Management
Texas
$22K
TCM
1814
Tradewinds Capital Management
Washington
$21.8K +$15.5K +125 +357%
PPC
1815
Park Place Capital
Alabama
$21.5K
EFP
1816
EnRich Financial Partners
Wisconsin
$20.8K +$19K +153 New
BWP
1817
Baldwin Wealth Partners
Massachusetts
$20.4K
EC
1818
EntryPoint Capital
New York
$20.4K +$18.6K +150 New
AP
1819
Aspect Partners
Virginia
$20K +$6.46K +52 +55%
BCMLT
1820
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K +$14.5K +117 +390%
GJWM
1821
Gilliland Jeter Wealth Management
Arkansas
$20K +$18.3K +147 New
SC
1822
SouthState Corp
Florida
$19.9K +$18.1K +146 New
IFAM
1823
Institutional & Family Asset Management
Colorado
$19.3K -$3.73K -30 -17%
KSWA
1824
Kathleen S. Wright Associates
Pennsylvania
$19.3K
DCM
1825
Davis Capital Management
Florida
$19K +$6.33K +51 +61%