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Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1251
Cedar Mountain Advisors
Oregon
$1.25K
HAP
1252
Harbor Asset Planning
Massachusetts
$1.25K +$1.3K +11 New
TFM
1253
TFC Financial Management
Massachusetts
$1.14K -$9K -76 -88%
CWM
1254
Cranbrook Wealth Management
Michigan
$1.14K
PWMG
1255
Prestige Wealth Management Group
New Jersey
$1.14K +$1.18K +10 New
CAIM
1256
Catherine Avery Investment Management
Florida
$1.13K -$1.18K -10 -50%
PWS
1257
Peterson Wealth Services
Utah
$1.13K +$1.18K +10 New
UIA
1258
Ulland Investment Advisors
Minnesota
$1K
BHWM
1259
Beaird Harris Wealth Management
Texas
$908 +$947 +8 New
1IA
1260
1620 Investment Advisors
Massachusetts
$907
CWM
1261
Centricity Wealth Management
Ohio
$907
IWM
1262
IMG Wealth Management
Florida
$794
KWM
1263
Kiker Wealth Management
Georgia
$794
EB
1264
Eastern Bank
Massachusetts
$680
FG
1265
Fairman Group
Pennsylvania
$577
DWM
1266
Dogwood Wealth Management
Kansas
$540 +$592 +5 New
HFS
1267
Hughes Financial Services
Virginia
$483
BCM
1268
Blume Capital Management
California
$454 +$474 +4 New
GA
1269
GoalVest Advisory
New York
$340
PMIM
1270
Prudent Man Investment Management
Colorado
$340
CW
1271
Curio Wealth
Maryland
$340 +$237 +2 +200%
SIC
1272
SJS Investment Consulting
Ohio
$227
CWP
1273
Clark Wealth Partners
Illinois
$227 +$118 +1 +100%
AFG
1274
Albion Financial Group
Utah
$114
BA
1275
Bridgewater Associates
Connecticut
-$748M -5,660,258 Closed