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Name Holding Trade Value Shares
Change
Change in
Stake
FCG
2801
Financial Connections Group
California
$10K – – –
BCPWM
2802
Bradley & Co Private Wealth Management
Florida
$9.77K -$7.42K -197 -44%
RWM
2803
Ruedi Wealth Management
Illinois
$9.77K +$9.34K +248 New
CDIA
2804
Capital Directions Investment Advisors
Georgia
$9.46K +$9.04K +240 New
CMA
2805
Cedar Mountain Advisors
Oregon
$9.34K – – –
RDFA
2806
Ritter Daniher Financial Advisory
Ohio
$8.82K +$151 +4 +2%
BCM
2807
Bourgeon Capital Management
Connecticut
$8.67K +$4.52K +120 +120%
OIS
2808
Okabena Investment Services
Minnesota
$8.23K +$7.88K +209 New
RDIA
2809
RE Dickinson Investment Advisors
Iowa
$8K – – –
TCCM
2810
Timber Creek Capital Management
Massachusetts
$7.88K – – –
WAM
2811
Worth Asset Management
Texas
$7.88K – – –
LFA
2812
Legend Financial Advisors
Pennsylvania
$7.09K – – –
CG
2813
Cutler Group
California
$7K -$580K -15,390 -99%
LFA
2814
Level Financial Advisors
New York
$7K -$2.52K -67 -27%
PS
2815
PayPay Securities
Japan
$6.54K +$6.25K +166 New
GA
2816
GoalVest Advisory
New York
$5.99K -$2.24M -59,582 -100%
SC
2817
Solstein Capital
California
$5.99K -$66.3K -1,759 -92%
CWM
2818
Compass Wealth Management
Connecticut
$5.71K +$5.46K +145 New
ARS
2819
Adirondack Retirement Specialists
New York
$5.55K – – –
FIA
2820
FNY Investment Advisers
New York
$5K -$10.9K -290 -69%
KHC
2821
Koesten Hirschmann & Crabtree
Kansas
$4.92K +$4.71K +125 New
JFG
2822
JDM Financial Group
Texas
$4.24K +$4.07K +108 New
RBC
2823
Roble Belko & Company
Pennsylvania
$4K -$454K -12,060 -99%
IRAG
2824
Investment Research & Advisory Group
Georgia
$3.94K -$3.77K -100 -50%
HRC
2825
Hoertkorn Richard Charles
$3.86K – – –