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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1026
Provenance Wealth Advisors
Florida
$1.5K – – –
WA
1027
Whipplewood Advisors
Colorado
$1.31K +$1.37K +7 New
VWA
1028
Valued Wealth Advisors
Utah
$1.14K – – –
NS
1029
NBC Securities
Alabama
$1.02K -$1.02M -5,199 -100%
TCM
1030
TD Capital Management
Tennessee
$946 – – –
ACA
1031
Atlas Capital Advisors
Wyoming
$938 – – –
CWC
1032
Carolinas Wealth Consulting
North Carolina
$938 – – –
TSMHT
1033
Thurston Springer Miller Herd & Titak
Indiana
$938 – – –
HCA
1034
Heck Capital Advisors
Wisconsin
$938 +$978 +5 New
TCM
1035
Tradewinds Capital Management
Washington
$938 +$978 +5 New
WCM
1036
WealthTrak Capital Management
Virginia
$751 +$782 +4 New
CA
1037
Continuum Advisory
Idaho
$750 – – –
GFPC
1038
Global Financial Private Client
Florida
$750 +$782 +4 New
OSNBOA
1039
Old Second National Bank of Aurora
Illinois
$750 +$782 +4 New
MSWM
1040
Mowery & Schoenfeld Wealth Management
Illinois
$563 +$587 +3 New
PWM
1041
Parkworth Wealth Management
California
$563 +$587 +3 New
WW
1042
Winnow Wealth
Texas
$484 +$587 +3 New
TFM
1043
TFC Financial Management
Massachusetts
$376 – – –
RPA
1044
Redwood Park Advisors
California
$376 +$391 +2 New
KBFS
1045
Kohmann Bosshard Financial Services
Ohio
$375 +$391 +2 New
PWA
1046
Principia Wealth Advisory
Texas
$375 +$391 +2 New
SWA
1047
SOA Wealth Advisors
New York
$196 – – –
AGWCA
1048
Annis Gardner Whiting Capital Advisors
Florida
$188 +$196 +1 New
MMCM
1049
Murphy & Mullick Capital Management
New York
$188 +$196 +1 New
VHAM
1050
Van Hulzen Asset Management
California
$188 +$196 +1 New