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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
1501
Baker Avenue Asset Management
California
$6.69K -$4.28K -76 -38%
SC
1502
Steph & Co
Wisconsin
$6.69K
LF
1503
Lee Financial
Texas
$6.3K -$619 -11 -9%
PO
1504
Private Ocean
California
$6.23K +$2.48K +44 +63%
WBC
1505
West Branch Capital
Massachusetts
$5.81K -$6.25K -111 -51%
TIM
1506
Tortoise Investment Management
New York
$5.81K
MIA
1507
Milestone Investment Advisors
Wisconsin
$5.48K +$5.63K +100 New
NC
1508
NewSquare Capital
Pennsylvania
$5.21K
GGI
1509
Godsey & Gibb Inc
Virginia
$4.71K -$26.9K -478 -85%
CWA
1510
Clearview Wealth Advisors
Oregon
$4.11K
MRCM
1511
M&R Capital Management
New Jersey
$4.1K +$2.42K +43 +139%
CA
1512
Centerpoint Advisors
Massachusetts
$4K
MFA
1513
McClarren Financial Advisors
Pennsylvania
$4K +$56 +1 +1%
FMP
1514
Financial Management Professionals
Texas
$4K +$619 +11 +16%
GWMI
1515
Guardian Wealth Management (Illinois)
Illinois
$3.91K -$3.09K -55 -44%
IRAG
1516
Investment Research & Advisory Group
Georgia
$3.62K
FFA
1517
Fairfield Financial Advisors
Massachusetts
$3.51K
PS
1518
PayPay Securities
Japan
$3.23K -$1.86K -33 -36%
EAM
1519
Eukles Asset Management
Ohio
$3.02K
CG
1520
Cutler Group
California
$3K -$130K -2,316 -98%
TWD
1521
True Wealth Design
Ohio
$2.8K -$1.07K -19 -27%
GAG
1522
Goodman Advisory Group
Massachusetts
$2.52K +$2.59K +46 New
MAWCM
1523
Mine & Arao Wealth Creation & Management
California
$2.4K
HWM
1524
HighMark Wealth Management
Minnesota
$2.38K
VWM
1525
Valley Wealth Managers
New Jersey
$2.36K