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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1676
City State Bank
Iowa
$2.13K +$1.13K +4 +100%
FCG
1677
Financial Connections Group
California
$2K +$2.82K +10 New
IPS
1678
Investors Portfolio Services
Washington
$1.99K +$2.26K +8 New
KFG
1679
Kingdom Financial Group
Arizona
$1.86K +$1.98K +7 New
LAS
1680
Lloyd Advisory Services
Georgia
$1.86K +$1.98K +7 New
HIA
1681
HFM Investment Advisors
New Jersey
$1.6K +$282 +1 +20%
GWSA
1682
Global Wealth Strategies & Associates
Colorado
$1.6K +$1.69K +6 New
TBFA
1683
Three Bearings Fiduciary Advisors
New Hampshire
$1.33K
QWM
1684
Quaker Wealth Management
New Jersey
$1.33K -$282 -1 -17%
BHWM
1685
Beaird Harris Wealth Management
Texas
$1.33K
PWA
1686
Portus Wealth Advisors
North Carolina
$1.33K +$1.41K +5 New
TM
1687
Torren Management
California
$1.33K +$1.41K +5 New
1IA
1688
1620 Investment Advisors
Massachusetts
$1.24K
FCAS
1689
First Command Advisory Services
Texas
$1.07K +$564 +2 +100%
DF
1690
DecisionPoint Financial
Arizona
$1.06K
CMP
1691
Coston McIsaac & Partners
Maine
$1K
GFA
1692
Godfrey Financial Associates
New York
$798
LWM
1693
Lodestone Wealth Management
Washington
$798
NF
1694
Napier Financial
Massachusetts
$798 +$847 +3 New
TWM
1695
TopTier Wealth Management
Wisconsin
$798 +$847 +3 New
GJIA
1696
Glass Jacobson Investment Advisors
Maryland
$533 +$564 +2 New
NWS
1697
Nvest Wealth Strategies
Ohio
$533 +$564 +2 New
CFM
1698
Cornerstone Financial Management
Massachusetts
$532 +$564 +2 New
T
1699
Tidemark
California
$532 +$564 +2 New
RPA
1700
Redwood Park Advisors
California
$267