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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1501
Accredited Wealth Management
Kentucky
$5.02K – – –
ACA
1502
American Capital Advisory
Idaho
$5.02K – – –
CWP
1503
Concord Wealth Partners
Virginia
$5.02K – – –
FUBT
1504
First United Bank & Trust
Maryland
$5.02K – – –
IWP
1505
IAG Wealth Partners
Wisconsin
$5.02K – – –
JFA
1506
JNBA Financial Advisors
Minnesota
$5.02K – – –
MDA
1507
Minot DeBlois Advisors
Massachusetts
$5.02K – – –
HHGA
1508
Halbert Hargrove Global Advisors
California
$5.02K +$5.44K +100 New
HFS
1509
Horizon Financial Services
North Carolina
$5.02K +$5.44K +100 New
HH
1510
HWG Holdings
Texas
$5.02K +$5.44K +100 New
CVM
1511
Cheviot Value Management
California
$5K +$5.44K +100 New
CAL
1512
Capital Analysts LLC
Pennsylvania
$5K -$8.65K -159 -61%
IHWM
1513
Iron Horse Wealth Management
Iowa
$4.22K +$4.57K +84 New
HIW
1514
Holos Integrated Wealth
Pennsylvania
$3.87K – – –
VWA
1515
VSM Wealth Advisory
Maryland
$3.77K +$4.08K +75 New
DPW
1516
DiNuzzo Private Wealth
Pennsylvania
$3.67K -$761 -14 -16%
YAL
1517
Your Advocates Ltd
Texas
$3.52K – – –
HWP
1518
Highline Wealth Partners
California
$3.41K -$54 -1 -1%
TFM
1519
TFC Financial Management
Massachusetts
$3.26K -$381 -7 -10%
RBC
1520
Roble Belko & Company
Pennsylvania
$3K – – –
FMTCOCP
1521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.72K +50 New
VWM
1522
Vermillion Wealth Management
Minnesota
$2.81K – – –
MEG
1523
Millstone Evans Group
Colorado
$2.61K +$2.83K +52 New
T
1524
Transce3nd
Texas
$2.51K -$8.43K -155 -76%
PWMG
1525
Prestige Wealth Management Group
New Jersey
$2.51K -$5.44K -100 -67%