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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1601
Coastline Trust
Rhode Island
$13.3K
CPL
1602
Capital & Planning LLC
Georgia
$13K +$13.8K +49 New
AW
1603
Avion Wealth
Texas
$12K +$2.82K +10 +27%
CIR
1604
Clear Investment Research
Georgia
$11.9K +$12.7K +45 New
MSFP
1605
Mark Sheptoff Financial Planning
Connecticut
$11.6K
SSG
1606
Summit Securities Group
New York
$11.2K -$95.1K -337 -89%
ADL
1607
Asset Dedication LLC
California
$10.6K
PPC
1608
Park Place Capital
Alabama
$10.6K
PWA
1609
Provenance Wealth Advisors
Florida
$10.6K
MAM
1610
Marquette Asset Management
Minnesota
$10.6K +$3.39K +12 +43%
TVWM
1611
Tower View Wealth Management
Wisconsin
$10.6K +$11.3K +40 New
HFS
1612
Horizon Financial Services
North Carolina
$10.1K +$5.36K +19 +100%
PP
1613
Pacifica Partners
Canada
$9.84K
PWMA
1614
Pension & Wealth Management Advisors
Massachusetts
$9.78K
1NWS
1615
1 North Wealth Services
Maryland
$9.31K
MIM
1616
MTM Investment Management
South Carolina
$9.31K
OW
1617
Olistico Wealth
Oklahoma
$9.31K
BFS
1618
Bare Financial Services
Pennsylvania
$9.31K +$2.54K +9 +35%
CJ
1619
Caitlin John
Michigan
$9.04K
GWS
1620
Greykasell Wealth Strategies
California
$8.51K +$9.03K +32 New
LWMI
1621
Legacy Wealth Management (Idaho)
Idaho
$8.25K +$5.93K +21 +210%
RWM
1622
Rialto Wealth Management
New York
$7.98K +$5.93K +21 +233%
BHWM
1623
Bay Harbor Wealth Management
Maryland
$7.71K +$2.54K +9 +45%
TCM
1624
Triumph Capital Management
Colorado
$7.46K +$7.06K +25 +833%
DPW
1625
DiNuzzo Private Wealth
Pennsylvania
$7.45K