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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2301
IFS Advisors
Kansas
$12.4K +$3.31K +43 +33%
CSC
2302
Caldwell Sutter Capital
California
$11.9K
Q1WB
2303
Quest 10 Wealth Builders
Virginia
$11.8K +$231 +3 +2%
LFA
2304
LGT Financial Advisors
Texas
$11.7K
BFS
2305
Bare Financial Services
Pennsylvania
$11.6K +$4.77K +62 +63%
GCM
2306
Glynn Capital Management
California
$11.6K +$12.4K +161 New
BHWM
2307
Beaird Harris Wealth Management
Texas
$11.5K
LAS
2308
Lloyd Advisory Services
Georgia
$11.4K -$13.2K -171 -52%
KFG
2309
Kingdom Financial Group
Arizona
$11.4K +$9.39K +122 +339%
SC
2310
SouthState Corp
Florida
$11.2K -$14.5K -189 -55%
OAJ
2311
Ogorek Anthony Joseph
New York
$11K +$2.15K +28 +21%
MSFP
2312
Mark Sheptoff Financial Planning
Connecticut
$10.9K
EC
2313
Elequin Capital
New York
$10.8K -$21.9K -284 -65%
HFS
2314
Horizon Financial Services
North Carolina
$10.8K
JFG
2315
JDM Financial Group
Texas
$10.8K
CJ
2316
Caitlin John
Michigan
$10.8K +$1.85K +24 +19%
FCMT
2317
Founders Capital Management (Texas)
Texas
$10.8K +$11.5K +150 New
TIM
2318
Thompson Investment Management
Wisconsin
$10.8K
LFASL
2319
Lugano Financial Advisors SA (LFA)
Switzerland
$10.5K
JGIA
2320
Jackson Grant Investment Advisers
Connecticut
$10.3K +$3.23K +42 +42%
BH
2321
Burk Holdings
Oklahoma
$10.2K +$10.9K +142 New
NMC
2322
Nine Masts Capital
Hong Kong
$10.1K -$308K -4,000 -97%
CMA
2323
Cedar Mountain Advisors
Oregon
$10K -$770 -10 -7%
MAM
2324
Morse Asset Management
Connecticut
$9.78K -$129K -1,675 -92%
EWP
2325
Elevation Wealth Partners
California
$9.46K -$43.1K -560 -81%