Name Holding Trade Value Shares
Change
Change in
Stake
HBW
626
Hazlett, Burt & Watson
West Virginia
$2K – – –
SWC
627
Spectrum Wealth Counsel
Indiana
$1.95K – – –
WAG
628
Wiser Advisor Group
Arizona
$1.92K – – –
IWM
629
IMG Wealth Management
Florida
$1.9K +$2.12K +39 New
AWM
630
Abound Wealth Management
Tennessee
$1.71K -$217 -4 -10%
LDB
631
Lee, Danner & Bass
Tennessee
$1.56K +$1.74K +32 New
CSWM
632
Cassady Schiller Wealth Management
Ohio
$1.47K – – –
QC
633
Quent Capital
New York
$1.32K – – –
CTWM
634
Cherry Tree Wealth Management
Minnesota
$1.27K – – –
PIS
635
POM Investment Strategies
North Carolina
$1.27K – – –
CSB
636
City State Bank
Iowa
$1.22K – – –
HWM
637
HighMark Wealth Management
Minnesota
$1.07K – – –
CAL
638
Capital Analysts LLC
Pennsylvania
$1K +$54 +1 +5%
FCAS
639
First Command Advisory Services
Texas
$977 – – –
SIS
640
Strategic Investment Solutions
Illinois
$790 – – –
T
641
Transce3nd
Texas
$665 +$761 +14 New
MFG
642
Mendota Financial Group
Wisconsin
$586 -$2.23K -41 -77%
CSC
643
Caldwell Sutter Capital
California
$488 -$5.16K -95 -90%
HNW
644
High Note Wealth
Minnesota
$488 +$544 +10 New
BIA
645
Bell Investment Advisors
California
$440 -$4.35K -80 -90%
CWP
646
Concord Wealth Partners
Virginia
$391 – – –
SCM
647
Steadfast Capital Management
New York
– -$34.1M -549,000 Closed
MIF
648
Mediolanum International Funds
Ireland
– -$16.7M -538,693 Closed
GAM
649
Groupama Asset Management
France
– -$2.61M -208,120 Closed
SFCL
650
Strengthening Families & Communities LLC
Massachusetts
– -$3.56M -111,694 Closed