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Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
3101
New Wave Wealth Advisors
Arkansas
$189K -$37.7K -660 -17%
TCG
3102
Transcendent Capital Group
Oklahoma
$189K
CCA
3103
Criterion Capital Advisors
Tennessee
$188K
HCA
3104
Heck Capital Advisors
Wisconsin
$186K +$159K +2,782 +790%
CC
3105
Centiva Capital
New York
$185K +$166K +2,913 +1,342%
CWM
3106
Centricity Wealth Management
Ohio
$185K +$179K +3,130 New
VFM
3107
Vision Financial Markets
Connecticut
$184K +$178K +3,114 New
TFGT
3108
TS Financial Group (TSFG)
Illinois
$184K +$228 +4 +0.1%
RP
3109
Rowlandmiller & Partners
Georgia
$183K +$46K +805 +35%
PWA
3110
Physician Wealth Advisors
Utah
$181K +$175K +3,064 New
SC
3111
Stephens Consulting
Michigan
$178K +$22.7K +398 +15%
BIM
3112
Breakwater Investment Management
Washington
$177K
TCM
3113
Tradewinds Capital Management
Washington
$175K -$7.42K -130 -4%
CFD
3114
Creative Financial Designs
Indiana
$174K -$21.5K -376 -11%
DWM
3115
Darwin Wealth Management
Florida
$172K -$29.5K -516 -15%
FMTCOCP
3116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$171K
CAM
3117
Chesapeake Asset Management
New York
$169K -$857 -15 -0.5%
WA
3118
Whipplewood Advisors
Colorado
$169K +$163K +2,851 New
BCMLT
3119
Beacon Capital Management LLC (Tennessee)
Tennessee
$168K -$99.2K -1,737 -38%
ORAM
3120
One River Asset Management
Connecticut
$167K -$131K -2,299 -45%
B
3121
Birchbrook
Maine
$165K
CWP
3122
Concord Wealth Partners
Virginia
$165K -$25.8K -452 -14%
PC
3123
Promethos Capital
Massachusetts
$163K
PWMA
3124
Pension & Wealth Management Advisors
Massachusetts
$158K +$3.71K +65 +3%
CSWM
3125
Cassady Schiller Wealth Management
Ohio
$155K -$102K -1,784 -41%