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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1301
Lodestone Wealth Management
Washington
$17.7K – – –
AIA
1302
Aventus Investment Advisors
Florida
$17.7K +$17.2K +111 New
CAN
1303
Capital Advisor Network
Indiana
$17.7K +$17.2K +111 New
SEP
1304
Signature Equity Partners
Ohio
$17.6K +$5.73K +37 +51%
AWM
1305
Abound Wealth Management
Tennessee
$17.6K -$3.72K -24 -18%
WAS
1306
Winch Advisory Services
Wisconsin
$17K – – –
JFGIW
1307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K -$1.24K -8 -7%
FA
1308
Financial Avengers
California
$16.9K – – –
OSNBOA
1309
Old Second National Bank of Aurora
Illinois
$16.3K -$10.1K -65 -39%
PWMG
1310
Prestige Wealth Management Group
New Jersey
$16.1K – – –
FPB
1311
First PREMIER Bank
South Dakota
$16K – – –
SC
1312
Steph & Co
Wisconsin
$16K -$10.2K -66 -40%
CFM
1313
Cornerstone Financial Management
Massachusetts
$15.7K +$3.72K +24 +32%
CH
1314
CDKV Holdings
Colorado
$15.5K – – –
KAS
1315
Kemnay Advisory Services
New York
$14.7K -$2.94K -19 -17%
EI
1316
EFG International
$14.7K +$929 +6 +7%
HWP
1317
Highline Wealth Partners
California
$14.5K -$1.86K -12 -12%
PJC
1318
Phillip James Consulting
Minnesota
$14.4K – – –
APFP
1319
Action Point Financial Planning
Michigan
$14.2K +$14.1K +91 New
TFM
1320
TFC Financial Management
Massachusetts
$13.9K – – –
M
1321
MOTCO
Texas
$13.7K +$929 +6 +8%
CC
1322
Corsicana & Co
Texas
$13.7K +$8.36K +54 +169%
AF
1323
Abound Financial
California
$13.6K – – –
AF
1324
Alerus Financial
North Dakota
$13.6K – – –
BFS
1325
Bare Financial Services
Pennsylvania
$13.4K +$3.87K +25 +42%