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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1051
Hexagon Capital Partners
Arkansas
$2K -$1.59K -10 -50%
BCH
1052
Berkshire Capital Holdings
California
$2K – – –
BWL
1053
Bogart Wealth LLC
Virginia
$2K – – –
CFFP
1054
Center for Financial Planning
Michigan
$2K – – –
KSWA
1055
Kathleen S. Wright Associates
Pennsylvania
$2K – – –
HWM
1056
HighMark Wealth Management
Minnesota
$2K +$319 +2 +29%
WT
1057
Washington Trust
Rhode Island
$2K +$1.59K +10 New
HF
1058
Halpern Financial
Virginia
$1.72K – – –
KFS
1059
Kelly Financial Services
Massachusetts
$1.2K -$3.19K -20 -74%
MGB
1060
Mass General Brigham
Massachusetts
$1K -$522K -3,277 -63%
JWM
1061
Janiczek Wealth Management
Colorado
$1K -$4.78K -30 -91%
CWA
1062
Clearview Wealth Advisors
Oregon
$1K – – –
PMFA
1063
Plante Moran Financial Advisors
Michigan
$1K – – –
PP
1064
PrairieView Partners
Minnesota
$1K – – –
PWMG
1065
Prestige Wealth Management Group
New Jersey
$1K – – –
PO
1066
Private Ocean
California
$1K – – –
HCM
1067
Horrell Capital Management
Arkansas
$1K +$478 +3 New
MAM
1068
Marquette Asset Management
Minnesota
$1K +$478 +3 New
SIS
1069
Sound Income Strategies
Florida
$1K +$637 +4 New
BCPWM
1070
Bradley & Co Private Wealth Management
Florida
$1K +$796 +5 New
GLLW
1071
Graves Light Lenhart Wealth
Virginia
$1K +$796 +5 New
JPLA
1072
Joseph P. Lucia & Associates
New York
$1K +$1.11K +7 New
DB
1073
Dravo Bay
Delaware
$859 +$796 +5 New
WWP
1074
WR Wealth Planners
Missouri
$859 +$796 +5 New
WIM
1075
Westside Investment Management
California
$144 -$2.55K -16 -2%