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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2751
Private Wealth Management Group
New Jersey
$30.3K
JAM
2752
JCIC Asset Management
Ontario, Canada
$29K
LIS
2753
Legacy Investment Solutions
Idaho
$28.9K +$31.4K +96 New
LWMI
2754
Legacy Wealth Management (Idaho)
Idaho
$28.9K +$31.4K +96 New
WOC
2755
West Oak Capital
California
$28.4K -$42.5K -130 -1%
CPA
2756
Clear Point Advisors
New York
$28.4K
CC
2757
Centiva Capital
New York
$26.1K -$623K -1,906 -96%
PP
2758
PrairieView Partners
Minnesota
$26K
FNWA
2759
Financial Network Wealth Advisors
Utah
$25.8K +$654 +2 +3%
PG
2760
Proffitt & Goodson
Tennessee
$25.8K
RDFA
2761
Ritter Daniher Financial Advisory
Ohio
$24.9K
CPA
2762
Capital Performance Advisors
California
$24.6K +$24.9K +76 New
GPFA
2763
Game Plan Financial Advisors
Ohio
$24.2K
RWA
2764
Redmont Wealth Advisors
Illinois
$23.2K
SRCM
2765
Signature Resources Capital Management
California
$22.9K
WAM
2766
WFA Asset Management
Wisconsin
$22.7K +$327 +1 +1%
CPG
2767
Cornerstone Planning Group
New Jersey
$22.1K +$1.31K +4 +6%
DPW
2768
DiNuzzo Private Wealth
Pennsylvania
$21.3K +$327 +1 +2%
VWA
2769
Valued Wealth Advisors
Utah
$20.7K +$2.94K +9 +16%
SC
2770
Solstein Capital
California
$19.3K
BC
2771
Broadwater Capital
Massachusetts
$18.7K
CMA
2772
Cedar Mountain Advisors
Oregon
$16.8K
MSFP
2773
Mark Sheptoff Financial Planning
Connecticut
$16.1K
PWM
2774
Partnership Wealth Management
Maryland
$16.1K
RWM
2775
Reston Wealth Management
Virginia
$15.1K +$15.4K +47 New