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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Activest Wealth Management
Florida
$2.83K +$2.88K +10 New
NEWAS
1302
N.E.W. Advisory Services
Wisconsin
$2.83K +$2.88K +10 New
PS
1303
Planning Strategies
Pennsylvania
$2.83K +$2.88K +10 New
BW
1304
Basepoint Wealth
Iowa
$2.55K -$22.5K -78 -90%
TCA
1305
Trifecta Capital Advisors
Illinois
$2.55K +$2.59K +9 New
WETS
1306
Wealth Enhancement Trust Services
South Dakota
$2.55K +$2.59K +9 New
BF
1307
Brooklyn FI
New York
$2.4K +$2.31K +8 New
VWA
1308
Valued Wealth Advisors
Utah
$2.29K -$865 -3 -27%
HCM
1309
Hollencrest Capital Management
California
$2.26K – – –
Q1WB
1310
Quest 10 Wealth Builders
Virginia
$2.26K – – –
FA
1311
Fedenia Advisers
Wisconsin
$2.26K +$2.31K +8 New
MFS
1312
Montgomery Financial Services
Maryland
$2.26K +$2.31K +8 New
PWM
1313
Proathlete Wealth Management
Florida
$2.07K – – –
GCM
1314
Gunpowder Capital Management
Maryland
$1.98K -$41.2K -143 -95%
AP
1315
Aspect Partners
Virginia
$1.98K – – –
HNW
1316
High Note Wealth
Minnesota
$1.98K +$1.44K +5 +250%
BFPW
1317
BOK Financial Private Wealth
Colorado
$1.98K +$2.02K +7 New
QWM
1318
Quaker Wealth Management
New Jersey
$1.7K – – –
WA
1319
WestEnd Advisors
North Carolina
$1.7K +$288 +1 +20%
NL
1320
NVWM LLC
Pennsylvania
$1.7K +$577 +2 +50%
IRC
1321
Investors Research Corp
Georgia
$1.42K – – –
M
1322
MOTCO
Texas
$1.42K +$1.44K +5 New
SWIM
1323
Smallwood Wealth Investment Management
New Jersey
$1.41K -$1.15K -4 -44%
IPS
1324
Investors Portfolio Services
Washington
$1.29K -$288 -1 -17%
AWM
1325
Abound Wealth Management
Tennessee
$1.23K -$9.8K -34 -89%