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Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1901
Red Tortoise LLC
Georgia
$3.74K
CIAM
1902
Caitong International Asset Management
Hong Kong
$3.62K +$4.28K +60 New
VWA
1903
VSM Wealth Advisory
Maryland
$3.62K +$4.28K +60 New
VWA
1904
Valued Wealth Advisors
Utah
$3.56K -$714 -10 -14%
AP
1905
Aspect Partners
Virginia
$3.5K -$5.36K -75 -56%
BT
1906
Banque Transatlantique
France
$3.3K +$3.93K +55 New
PP
1907
PFS Partners
New Jersey
$3.26K
MAS
1908
MPWM Advisory Solutions
Georgia
$3.26K +$3.86K +54 New
ETS
1909
ESL Trust Services
New York
$3.14K
MAM
1910
Morse Asset Management
Connecticut
$3.02K -$501K -7,020 -99%
CSB
1911
City State Bank
Iowa
$3.02K
FPB
1912
First PREMIER Bank
South Dakota
$3K
KWAG
1913
Kiely Wealth Advisory Group
North Carolina
$2.99K
CSWM
1914
Cassady Schiller Wealth Management
Ohio
$2.9K +$3.43K +48 New
NS
1915
NBC Securities
Alabama
$2.72K -$3.51M -49,184 -100%
MDA
1916
Minot DeBlois Advisors
Massachusetts
$2.71K +$3.21K +45 New
PCFFS
1917
Pacific Center for Financial Services
California
$2.65K
LWA
1918
Lowe Wealth Advisors
Maryland
$2.65K +$3.14K +44 New
TC
1919
Trust Company
Kansas
$2.59K
MWM
1920
Mascoma Wealth Management
New Hampshire
$2.41K +$2.86K +40 New
WW
1921
Winnow Wealth
Texas
$2.31K +$2.79K +39 New
BHWM
1922
Beaird Harris Wealth Management
Texas
$2.29K -$3.64K -51 -57%
PCM
1923
Perritt Capital Management
Illinois
$2.29K
GPFA
1924
Game Plan Financial Advisors
Ohio
$2.18K -$1.37M -19,192 -100%
BAM
1925
Byrne Asset Management
New Jersey
$2.17K