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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2301
TFC Financial Management
Massachusetts
$58.8K -$540 -6 -0.8%
TFA
2302
Toth Financial Advisory
Virginia
$58.3K +$180 +2 +0.3%
CWM
2303
Consultiva Wealth Management
Puerto Rico
$57.2K -$22.5K -250 -26%
CBT
2304
Crews Bank & Trust
Florida
$57.2K
EWP
2305
Elevation Wealth Partners
California
$56.5K +$5.76K +64 +10%
RMC
2306
Resources Management Corp
Connecticut
$56K
AWM
2307
Abound Wealth Management
Tennessee
$56K +$32.2K +358 +109%
ECA
2308
Elevated Capital Advisors
Utah
$55.8K +$61.5K +683 New
MCM
2309
MidAtlantic Capital Management
Virginia
$55.8K +$61.5K +683 New
VR
2310
Vision Retirement
New Jersey
$55.6K +$61.3K +681 New
POIA
2311
Pin Oak Investment Advisors
Texas
$55K -$990 -11 -1%
GEA
2312
Glen Eagle Advisors
New Jersey
$54.7K -$29.1K -323 -33%
BC
2313
BIT Capital
Germany
$53.8K -$384K -4,269 -87%
SFG
2314
Strive Financial Group
Indiana
$53.8K +$59.3K +659 New
NSIM
2315
North Star Investment Management
Illinois
$53.8K +$810 +9 +1%
GA
2316
GoalVest Advisory
New York
$53.1K +$13.5K +150 +30%
MCA
2317
McGuire Capital Advisors
Oklahoma
$52.7K +$58.1K +645 New
JWM
2318
Jessup Wealth Management
Ohio
$52.4K +$57.7K +641 New
XC
2319
XY Capital
Hong Kong
$52.4K +$57.7K +641 New
CIAS
2320
CBIZ Investment Advisory Services
Ohio
$51.8K +$1.8K +20 +3%
DMBA
2321
Deseret Mutual Benefit Administrators
Utah
$51.3K
WA
2322
WPG Advisers
Maryland
$50.7K -$3.33K -37 -6%
RFG
2323
REAP Financial Group
Texas
$48.9K +$10.8K +120 +25%
FDW
2324
Fourth Dimension Wealth
Ohio
$48.5K -$231K -2,562 -81%
MCM
2325
Manchester Capital Management
Vermont
$48K -$163K -1,807 -75%