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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2401
Spurstone Advisory Services
Connecticut
$9.8K
SC
2402
Swan Capital
Florida
$9.8K
WAG
2403
Wiser Advisor Group
Arizona
$9.8K +$9.35K +100 New
AWM
2404
Accredited Wealth Management
Kentucky
$9.8K +$44.5K +476 +190%
MAFA
2405
MJT & Associates Financial Advisory
Minnesota
$9.5K
GFWA
2406
Grey Fox Wealth Advisors
Delaware
$8.13K +$7.76K +83 New
EAM
2407
Eukles Asset Management
Ohio
$8.03K
WW
2408
Winnow Wealth
Texas
$7.94K -$1.44M -15,419 -99%
KFI
2409
Key Financial Inc
Pennsylvania
$7.92K -$281 -3 -4%
DRP
2410
Decker Retirement Planning
Utah
$7.74K
JGIA
2411
Jackson Grant Investment Advisers
Connecticut
$7.45K
GK
2412
Graney & King
New York
$7.35K
MSG
2413
Main Street Group
Virginia
$7.35K
CNBT
2414
Cornerstone National Bank & Trust
Illinois
$7.25K
DPW
2415
DiNuzzo Private Wealth
Pennsylvania
$7.22K +$94 +1 +1%
FCG
2416
Financial Connections Group
California
$7K
ECM
2417
Estabrook Capital Management
New York
$6.86K
PSFG
2418
Park Square Financial Group
Georgia
$6.57K -$543K -5,802 -99%
SIC
2419
SJS Investment Consulting
Ohio
$6.27K
VWA
2420
Valued Wealth Advisors
Utah
$6.08K +$281 +3 +5%
RTL
2421
Red Tortoise LLC
Georgia
$6.07K
PMFA
2422
Plante Moran Financial Advisors
Michigan
$6.07K +$5.8K +62 New
MIM
2423
MTM Investment Management
South Carolina
$5.88K
VWA
2424
VSM Wealth Advisory
Maryland
$5.88K
CIAM
2425
Caitong International Asset Management
Hong Kong
$5.88K +$5.42K +58 +2,900%