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Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
701
Quest 10 Wealth Builders
Virginia
$3.42K – – –
AWM
702
Activest Wealth Management
Florida
$3.28K +$3.25K +47 +4,700%
OCM
703
Osbon Capital Management
Massachusetts
$3.21K +$3.25K +47 New
EPAM
704
Evelyn Partners Asset Management
$3.08K – – –
GIA
705
GHP Investment Advisors
Colorado
$3.01K – – –
MI
706
Motiv8 Investments
Florida
$3K +$3.04K +44 New
TPBG
707
Turning Point Benefit Group
Maryland
$2.94K +$277 +4 +10%
CHC
708
City Holding Co
West Virginia
$2.74K – – –
TFA
709
Transamerica Financial Advisors
Florida
$2.74K +$1.11K +16 +67%
CPG
710
Cornerstone Planning Group
New Jersey
$2.64K -$830 -12 -20%
WB
711
Webster Bank
Connecticut
$2.46K – – –
JWA
712
JFS Wealth Advisors
Pennsylvania
$2.39K +$1.18K +17 +94%
GEA
713
Glen Eagle Advisors
New Jersey
$2.26K -$5.19K -75 -69%
AG
714
AmeriFlex Group
Nevada
$2.19K -$2.21K -32 -50%
NS
715
NBC Securities
Alabama
$2.12K – – –
ACM
716
Anfield Capital Management
California
$2.05K – – –
JFGIW
717
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K – – –
AW
718
Avion Wealth
Texas
$2K +$692 +10 +40%
VR
719
Vision Retirement
New Jersey
$1.98K +$2K +29 New
BFS
720
Bare Financial Services
Pennsylvania
$1.98K -$1.73K -25 -46%
PPC
721
Park Place Capital
Alabama
$1.85K – – –
LWMI
722
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.87K +27 New
CWA
723
Carolina Wealth Advisors
South Carolina
$1.78K +$1.8K +26 New
OC
724
Optima Capital
Oregon
$1.78K +$1.8K +26 New
SRCM
725
Signature Resources Capital Management
California
$1.78K +$1.8K +26 New