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Name Holding Trade Value Shares
Change
Change in
Stake
FC
3401
FCA Corp
Texas
$544K -$147K -457 -20%
GA
3402
Goldstein Advisors
Wisconsin
$544K +$152K +474 +36%
APG
3403
Abacus Planning Group
South Carolina
$543K -$64.6K -201 -10%
RA
3404
Ruggaard & Associates
Ohio
$542K -$8.68K -27 -1%
HCA
3405
Hardworking Capital Advisors
California
$542K +$7.07K +22 +1%
IAG
3406
Investmark Advisory Group
Connecticut
$542K -$15.4K -48 -3%
MWA
3407
Motive Wealth Advisors
Michigan
$541K -$33.4K -104 -5%
DPI
3408
Diversified Portfolios Inc
Michigan
$539K -$87.5K -272 -13%
PCI
3409
Planning Center Inc
Illinois
$539K
SFG
3410
SageGuard Financial Group
Tennessee
$539K +$8.04K +25 +1%
FSA
3411
Financial Security Advisor
Virginia
$537K +$64.3K +200 +13%
EFG
3412
Embree Financial Group
Illinois
$537K +$71.1K +221 +14%
WIM
3413
Warwick Investment Management
Texas
$537K +$51.8K +161 +10%
GTWM
3414
Global Trust Wealth Management
Florida
$536K +$156K +486 +38%
DFCM
3415
Dark Forest Capital Management
Puerto Rico
$536K -$1.97M -6,131 -78%
TPWA
3416
Twin Peaks Wealth Advisors
California
$535K -$24.1K -75 -4%
BAM
3417
Bellevue Asset Management
Washington
$534K +$322 +1 +0.1%
FA
3418
FDx Advisors
Illinois
$533K +$567K +1,764 New
BWM
3419
BNC Wealth Management
Oregon
$533K -$1.12M -3,478 -66%
AFGAS
3420
Allegiance Financial Group Advisory Services
Virginia
$532K -$94.2K -293 -14%
TWM
3421
Tanager Wealth Management
United Kingdom
$532K +$64.3K +200 +13%
DWM
3422
Daner Wealth Management
Georgia
$532K -$40.8K -127 -7%
FAG
3423
Fortitude Advisory Group
Washington
$529K -$167K -519 -23%
FSAG
3424
Financial Solutions Advisory Group
Illinois
$529K +$563K +1,750 New
CA
3425
COFG Advisors
Illinois
$528K -$12.9K -40 -2%