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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1401
Activest Wealth Management
Florida
$12.5K – – –
EBA
1402
Eagle Bay Advisors
New York
$12.5K – – –
VWA
1403
Valued Wealth Advisors
Utah
$12.5K – – –
PWMA
1404
Pension & Wealth Management Advisors
Massachusetts
$12.5K +$3.11K +50 +33%
PG
1405
Proffitt & Goodson
Tennessee
$12.5K +$12.4K +200 New
S
1406
Sachetta
Massachusetts
$11.8K +$10.9K +175 +350%
WWP
1407
WR Wealth Planners
Missouri
$10.5K -$5.09K -82 -33%
IRC
1408
Investors Research Corp
Georgia
$9.71K +$9.63K +155 New
CA
1409
Crewe Advisors
Utah
$9.4K -$37.3K -600 -80%
CCA
1410
Criterion Capital Advisors
Tennessee
$9.4K – – –
FGA
1411
Fortis Group Advisors
New Jersey
$9.4K – – –
FFA
1412
Frazier Financial Advisors
Ohio
$9.4K – – –
HWM
1413
HighMark Wealth Management
Minnesota
$9.4K – – –
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$9.4K – – –
PFA
1415
Pathway Financial Advisers
Indiana
$9.4K – – –
RTL
1416
Red Tortoise LLC
Georgia
$9.4K – – –
T
1417
Tidemark
California
$9.4K – – –
UCB
1418
United Community Bank
South Carolina
$9.4K – – –
VAMG
1419
Voisard Asset Management Group
Michigan
$9.4K – – –
CPA
1420
Clear Point Advisors
New York
$9.4K +$3.11K +50 +50%
PWMG
1421
Prestige Wealth Management Group
New Jersey
$9.4K +$6.21K +100 +200%
IUHSA
1422
Itau Unibanco Holding S.A.
Brazil
$9.4K +$9.32K +150 New
SC
1423
Stephens Consulting
Michigan
$9.4K +$9.32K +150 New
TF
1424
Tompkins Financial
New York
$9.4K +$9.32K +150 New
NMM
1425
Naples Money Management
Florida
$9.27K +$9.32K +150 New