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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
MCF Advisors
Kentucky
$4.59K – – –
RWM
702
Rialto Wealth Management
New York
$4.59K +$1.54K +17 +52%
CCMI
703
Creative Capital Management Investments
California
$4.4K +$4.36K +48 New
GA
704
GoalVest Advisory
New York
$4.31K +$4.27K +47 New
MB
705
MidFirst Bank
Oklahoma
$4.13K – – –
UFPG
706
United Financial Planning Group
New York
$4.13K – – –
LF
707
LifeSteps Financial
California
$4.13K +$4.09K +45 New
TM
708
Torren Management
California
$3.77K – – –
CWP
709
Clark Wealth Partners
Illinois
$3.67K – – –
KG
710
Kilter Group
New York
$3.67K +$454 +5 +14%
BHWM
711
Bay Harbor Wealth Management
Maryland
$3.67K +$727 +8 +25%
SSG
712
Summit Securities Group
New York
$3.67K +$999 +11 +38%
TFM
713
TFC Financial Management
Massachusetts
$3.58K +$545 +6 +18%
PWA
714
Physician Wealth Advisors
Utah
$3.58K +$1.64K +18 +86%
UCB
715
United Community Bank
South Carolina
$3.58K – – –
TCM
716
Triumph Capital Management
Colorado
$3.31K – – –
T
717
Transce3nd
Texas
$3.18K – – –
AW
718
Avion Wealth
Texas
$3K +$1.54K +17 +74%
RF
719
Rossby Financial
Florida
$2.94K – – –
PUI
720
Purpose Unlimited Inc
$2.93K -$2.63K -29 -48%
ANBT
721
American National Bank & Trust
Texas
$2.57K +$2.54K +28 New
PWMG
722
Private Wealth Management Group
New Jersey
$2.48K – – –
WA
723
Whipplewood Advisors
Colorado
$2.38K -$5.18K -57 -69%
JFA
724
JNBA Financial Advisors
Minnesota
$2.38K – – –
AEPWM
725
Atlantic Edge Private Wealth Management
Florida
$2.29K – – –
27 28
29
30 31