Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
2551
First Command Advisory Services
Texas
$40.7K +$1.72K +4 +4%
S
2552
Sachetta
Massachusetts
$40.3K -$429 -1 -0.9%
ICM
2553
Islay Capital Management
Texas
$40.3K – – –
MSFP
2554
Mark Sheptoff Financial Planning
Connecticut
$40.3K – – –
MLA
2555
MB, Levis & Associates
Pennsylvania
$40.3K – – –
AF
2556
Abound Financial
California
$40.3K +$45K +105 New
FDCP
2557
Foster Dykema Cabot & Partners
Massachusetts
$39.9K -$72K -168 -62%
PWMA
2558
Pension & Wealth Management Advisors
Massachusetts
$39.5K – – –
CPG
2559
Cornerstone Planning Group
New Jersey
$39.4K +$27K +63 +129%
TCM
2560
TD Capital Management
Tennessee
$38.7K – – –
CWC
2561
Carolinas Wealth Consulting
North Carolina
$38.2K +$3.43K +8 +9%
AW
2562
Avion Wealth
Texas
$38K – – –
CFG
2563
CKW Financial Group
Hawaii
$38K – – –
BCMLT
2564
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K +$8.15K +19 +24%
GC
2565
Garde Capital
Washington
$34.1K +$38.2K +89 New
RMP
2566
Richards, Merrill & Peterson
Washington
$34.1K +$6K +14 +19%
HWM
2567
HighMark Wealth Management
Minnesota
$33.4K – – –
FUBT
2568
First United Bank & Trust
Maryland
$33K -$16.3K -38 -31%
1M
2569
1248 Management
Missouri
$33K +$36.9K +86 New
FFL
2570
Financial Freedom LLC
Ohio
$31.4K – – –
EA
2571
Emerald Advisers
Pennsylvania
$30.3K – – –
CTWM
2572
Cherry Tree Wealth Management
Minnesota
$30.3K +$1.72K +4 +5%
RFG
2573
REAP Financial Group
Texas
$30.3K +$9.43K +22 +39%
CYG
2574
Clean Yield Group
Vermont
$29.9K +$7.72K +18 +30%
HWA
2575
HHM Wealth Advisors
Tennessee
$29.5K +$33K +77 New