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Name Holding Trade Value Shares
Change
Change in
Stake
APFP
351
Action Point Financial Planning
Michigan
$8.02K +$8.68K +73 New
CCWM
352
Cassaday & Co Wealth Management
Virginia
$7.9K
S
353
Sachetta
Massachusetts
$7.43K +$4.63K +39 +156%
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$7.32K
PTC
355
Private Trust Company
Ohio
$7.32K
FFO
356
Fortitude Family Office
Arizona
$7.2K
JWA
357
JFS Wealth Advisors
Pennsylvania
$6.04K
BFS
358
Bare Financial Services
Pennsylvania
$6.04K +$4.04K +34 +189%
BWL
359
Bogart Wealth LLC
Virginia
$4.76K +$4.28K +36 +720%
TFA
360
Transamerica Financial Advisors
Florida
$4.6K +$2.38K +20 +105%
HNW
361
High Note Wealth
Minnesota
$4.53K -$238 -2 -5%
BHWM
362
Bay Harbor Wealth Management
Maryland
$4.53K +$594 +5 +15%
SIC
363
SJS Investment Consulting
Ohio
$3.83K -$5.35K -45 -58%
RWPA
364
Richard W. Paul & Associates
Michigan
$3.48K
LAS
365
Lloyd Advisory Services
Georgia
$3.48K +$3.57K +30 New
CMA
366
Cedar Mountain Advisors
Oregon
$3.37K
AssetMark Inc
367
AssetMark Inc
California
$3.25K +$238 +2 +8%
CCMI
368
Creative Capital Management Investments
California
$3.25K +$3.33K +28 New
BGAI
369
Bruce G. Allen Investments
Colorado
$3.02K -$119 -1 -4%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$3.02K
KFAS
371
Keating Financial Advisory Services
Kansas
$3.02K +$2.97K +25 +2,500%
IA
372
IFG Advisory
Georgia
$3.02K +$3.09K +26 New
AG
373
AmeriFlex Group
Nevada
$2.67K +$2.73K +23 New
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$2.56K
CT
375
Coastline Trust
Rhode Island
$2.21K