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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
3151
Clark Wealth Partners
Illinois
$12K – – –
LIA
3152
Luken Investment Analytics
Tennessee
$11.4K – – –
CIR
3153
Clear Investment Research
Georgia
$11K – – –
LWMI
3154
Legacy Wealth Management (Idaho)
Idaho
$10.5K – – –
LIS
3155
Legacy Investment Solutions
Idaho
$10.5K +$10.2K +77 New
WA
3156
WestEnd Advisors
North Carolina
$10.2K +$1.05K +8 +12%
GWS
3157
Greykasell Wealth Strategies
California
$9.93K – – –
JGCM
3158
Joseph Group Capital Management
Ohio
$9.93K +$1.71K +13 +22%
PWM
3159
Proathlete Wealth Management
Florida
$9.66K +$1.45K +11 +18%
TIM
3160
Total Investment Management
Arizona
$9.12K +$8.84K +67 New
MAWAG
3161
Mid-American Wealth Advisory Group
Missouri
$8.84K +$8.57K +65 New
MDCM
3162
Morgan Dempsey Capital Management
Wisconsin
$8.3K – – –
ITFISA
3163
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$8.16K +$7.91K +60 New
SFA
3164
Semmax Financial Advisors
North Carolina
$8.13K – – –
LAM
3165
LOM Asset Management
$8K +$7.91K +60 New
MAFA
3166
MJT & Associates Financial Advisory
Minnesota
$7.89K – – –
AIA
3167
Aventus Investment Advisors
Florida
$7.89K +$7.65K +58 New
CAC
3168
Core Alternative Capital
Georgia
$7.62K – – –
IRC
3169
Investors Research Corp
Georgia
$7.62K – – –
BHWM
3170
Bay Harbor Wealth Management
Maryland
$7.62K +$3.56K +27 +93%
DF
3171
DecisionPoint Financial
Arizona
$7.09K +$6.86K +52 New
WAS
3172
Winch Advisory Services
Wisconsin
$7.05K – – –
RJA
3173
Ross\Johnson & Associates
Minnesota
$6.94K -$1.58K -12 -19%
Q1WB
3174
Quest 10 Wealth Builders
Virginia
$6.91K – – –
PWM
3175
Parkworth Wealth Management
California
$6.66K +$4.48K +34 +227%