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Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
1401
Clear Perspectives Financial Planning
Ohio
$4K – – –
FBT
1402
First Bank & Trust
South Dakota
$4K – – –
LWP
1403
Lumature Wealth Partners
Georgia
$4K – – –
PK
1404
Pflug Koory
Nebraska
$4K – – –
PCA
1405
Providence Capital Advisors
North Carolina
$4K – – –
RCM
1406
Raleigh Capital Management
North Carolina
$4K +$4.12K +16 New
AIC
1407
Archer Investment Corporation
Indiana
$3.43K – – –
APC
1408
Aspire Private Capital
North Carolina
$3K – – –
AW
1409
Avion Wealth
Texas
$3K – – –
JPLA
1410
Joseph P. Lucia & Associates
New York
$3K – – –
LS
1411
Leelyn Smith
Illinois
$3K – – –
NC
1412
NewSquare Capital
Pennsylvania
$3K – – –
PFPT
1413
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
RG
1414
Retirement Group
California
$3K – – –
CAL
1415
Capital Advisors Ltd
Ohio
$3K +$1.55K +6 +86%
FSWA
1416
Financial Synergies Wealth Advisors
Texas
$2.37K +$2.32K +9 New
CWM
1417
Cranbrook Wealth Management
Michigan
$2K – – –
FEG
1418
Financial Enhancement Group
Indiana
$2K – – –
GA
1419
GoalVest Advisory
New York
$2K – – –
LIM
1420
Longfellow Investment Management
Massachusetts
$2K – – –
M1FG
1421
Mach-1 Financial Group
Arkansas
$2K – – –
MSFP
1422
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
OA
1423
Operose Advisors
Wisconsin
$2K – – –
JMF
1424
Johnson Midwest Financial
Iowa
$2K +$1.8K +7 New
KLWA
1425
Kelly Lawrence W & Associates
California
$2K +$2.06K +8 New