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Name Holding Trade Value Shares
Change
Change in
Stake
KG
1201
Kilter Group
New York
$7.37K +$5.62K +38 New
FW
1202
Fairway Wealth
Ohio
$7.17K
CWM
1203
Cedar Wealth Management
California
$7.08K +$5.47K +37 New
TWD
1204
True Wealth Design
Ohio
$6.98K -$19.4K -131 -78%
HIA
1205
HFM Investment Advisors
New Jersey
$6.78K +$1.04K +7 +25%
HWP
1206
Highline Wealth Partners
California
$6.59K +$1.04K +7 +26%
DRP
1207
Decker Retirement Planning
Utah
$5.81K -$2.25M -15,227 -100%
CIAS
1208
CBIZ Investment Advisory Services
Ohio
$5.81K +$3.85K +26 +650%
Kayne Anderson Rudnick Investment Management
1209
Kayne Anderson Rudnick Investment Management
California
$5.67K +$592 +4 +16%
CIR
1210
Clear Investment Research
Georgia
$5.44K
CHC
1211
City Holding Co
West Virginia
$5.43K
GA
1212
GoalVest Advisory
New York
$5.23K
PCM
1213
Penserra Capital Management
California
$5K -$912K -6,166 -100%
FMTCOCP
1214
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
OL
1215
OneFund LLC
Florida
$5K +$4K +27 New
BC
1216
Barrett & Company
Rhode Island
$4.84K
BI
1217
Binnacle Investments
Iowa
$4.84K
TC
1218
Truvestments Capital
Florida
$4.84K
MWA
1219
Medallion Wealth Advisors
Connecticut
$4.81K
LWMI
1220
Legacy Wealth Management (Idaho)
Idaho
$4.65K -$1.78K -12 -33%
LIS
1221
Legacy Investment Solutions
Idaho
$4.65K +$3.55K +24 New
CT
1222
Clearstead Trust
Maine
$4.07K -$2.66K -18 -46%
CWP
1223
Clark Wealth Partners
Illinois
$4.07K +$740 +5 +31%
BHWM
1224
Beaird Harris Wealth Management
Texas
$4.05K +$3.11K +21 New
TCM
1225
Traub Capital Management
Massachusetts
$4.01K +$3.11K +21 New