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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1401
FSA Wealth Management
Massachusetts
$8.22K – – –
GFPC
1402
Global Financial Private Client
Florida
$8.22K +$3.39K +17 +74%
OA
1403
Operose Advisors
Wisconsin
$7.72K +$199 +1 +3%
CIAS
1404
CBIZ Investment Advisory Services
Ohio
$7.61K +$7.37K +37 New
CWM
1405
Cranbrook Wealth Management
Michigan
$7.4K – – –
FAM
1406
Flaharty Asset Management
Florida
$7.19K +$6.97K +35 New
PCM
1407
Penserra Capital Management
California
$7K -$173K -869 -96%
NS
1408
NBC Securities
Alabama
$7K +$7.17K +36 New
MWM
1409
Mascoma Wealth Management
New Hampshire
$6.99K – – –
HWM
1410
HighMark Wealth Management
Minnesota
$6.78K – – –
FFO
1411
Fortitude Family Office
Arizona
$6.58K – – –
FRA
1412
Front Row Advisors
California
$6.58K – – –
HIMS
1413
Hager Investment Management Services
New Hampshire
$6.58K – – –
SIC
1414
SJS Investment Consulting
Ohio
$6.58K – – –
HC
1415
Hoese & Co
Minnesota
$6.58K – – –
KA
1416
Kozak & Associates
Colorado
$6.5K +$6.17K +31 New
HNW
1417
High Note Wealth
Minnesota
$5.96K +$199 +1 +4%
CSB
1418
City State Bank
Iowa
$5.75K – – –
PIS
1419
POM Investment Strategies
North Carolina
$5.75K – – –
ADL
1420
Asset Dedication LLC
California
$5.75K +$797 +4 +17%
BLC
1421
Brown, Lisle/Cummings
Rhode Island
$5.75K +$5.58K +28 New
GP
1422
Greenline Partners
New York
$5.75K +$5.58K +28 New
CAWM
1423
Capital A Wealth Management
Pennsylvania
$5.55K +$398 +2 +8%
HWP
1424
Highline Wealth Partners
California
$5.14K +$996 +5 +25%
CWP
1425
Concord Wealth Partners
Virginia
$4.93K – – –