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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
4476
Navigoe Wealth Management
California
$64K +$3.53K +11 +6%
Highland Investment Advisors
4477
Highland Investment Advisors
Florida
$62.4K +$58.4K +182 New
Access Investment Management
4478
Access Investment Management
Georgia
$61.1K – – –
Battery Global Advisors
4479
Battery Global Advisors
Massachusetts
$60.4K – – –
Philadelphia Investment Partners
4480
Philadelphia Investment Partners
New Jersey
$58.7K -$642 -2 -1%
10Elms LLP
4481
10Elms LLP
Oklahoma
$56.6K +$20.9K +65 +65%
EAM
4482
Eukles Asset Management
Ohio
$56.3K – – –
Disciplina Capital Management
4483
Disciplina Capital Management
Tennessee
$54.7K +$321 +1 +0.6%
Strategic Investment Solutions
4484
Strategic Investment Solutions
Illinois
$53.8K -$8.99K -28 -15%
Accordant Advisory Group
4485
Accordant Advisory Group
Maryland
$53.2K – – –
Beutel, Goodman & Co
4486
Beutel, Goodman & Co
Ontario, Canada
$53K – – –
Premier Financial Group
4487
Premier Financial Group
California
$52.5K +$49.1K +153 New
Beacon Financial Strategies
4488
Beacon Financial Strategies
North Carolina
$51.5K – – –
WT
4489
WHI Trust
Illinois
$51.5K – – –
Marquette Asset Management
4490
Marquette Asset Management
Minnesota
$50.8K -$347K -1,080 -88%
West Financial Advisors
4491
West Financial Advisors
Iowa
$49.7K – – –
Principia Wealth Advisory
4492
Principia Wealth Advisory
Texas
$49.4K +$14.1K +44 +44%
Nalls Sherbakoff Group
4493
Nalls Sherbakoff Group
Tennessee
$48.7K – – –
Brooklyn FI
4494
Brooklyn FI
New York
$48.4K +$44K +137 New
JDM Financial Group
4495
JDM Financial Group
Texas
$48.3K – – –
Morgan Dempsey Capital Management
4496
Morgan Dempsey Capital Management
Wisconsin
$48K – – –
Golden State Equity Partners
4497
Golden State Equity Partners
California
$46.7K -$7.58M -23,625 -99%
Financial Life Planners
4498
Financial Life Planners
Arizona
$45.8K -$16.1K -50 -27%
Anchor Bay Capital
4499
Anchor Bay Capital
California
$45.5K +$40.5K +126 New
Moisand Fitzgerald Tamayo
4500
Moisand Fitzgerald Tamayo
Florida
$43.9K – – –