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CPNG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
Strategic Wealth Partners
Ohio
$1.81K – – –
BC
552
Barrett & Company
Rhode Island
$1.74K – – –
VNA
553
Valley National Advisers
Pennsylvania
$1.74K – – –
KG
554
Kilter Group
New York
$1.62K -$2.85K -158 -63%
MFP
555
Meramec Financial Planners
Missouri
$1.59K – – –
BHWM
556
Bay Harbor Wealth Management
Maryland
$1.53K +$505 +28 +47%
MCM
557
MV Capital Management
Maryland
$1.32K +$1.19K +66 +660%
AWM
558
Activest Wealth Management
Florida
$1.3K -$1.99K -110 -59%
HFS
559
Hughes Financial Services
Virginia
$1.06K +$578 +32 +110%
CA
560
Clearstead Advisors
Ohio
$991 -$18.7K -1,037 -95%
SC
561
SouthState Corp
Florida
$991 -$1.16K -64 -53%
SIC
562
SJS Investment Consulting
Ohio
$956 -$632 -35 -39%
AIS
563
Advocate Investing Services
Maryland
$955 -$1.62K -90 -62%
TWD
564
True Wealth Design
Ohio
$886 -$3.59K -199 -80%
PS
565
Planning Strategies
Pennsylvania
$886 +$921 +51 New
HCM
566
Hollencrest Capital Management
California
$869 -$6.53K -362 -88%
ACA
567
American Capital Advisory
Idaho
$765 +$36 +2 +5%
CCMI
568
Creative Capital Management Investments
California
$764 +$794 +44 New
GPFA
569
Game Plan Financial Advisors
Ohio
$747 – – –
CFP
570
Comprehensive Financial Planning
Pennsylvania
$695 -$6.32K -350 -90%
DPW
571
DiNuzzo Private Wealth
Pennsylvania
$678 +$72 +4 +11%
RFG
572
REAP Financial Group
Texas
$608 +$632 +35 New
AUB
573
Atlantic Union Bankshares
Virginia
$591 -$47.2K -2,615 -99%
CA
574
CoreCap Advisors
Michigan
$573 -$848 -47 -59%
RF
575
Rossby Financial
Florida
$521 -$180 -10 -25%
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