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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1251
Walled Lake Planning & Wealth Management
Illinois
$20K
HI
1252
Hoey Investments
Pennsylvania
$19K -$19.9K -154 -53%
BWP
1253
Baldwin Wealth Partners
Massachusetts
$19K
FRA
1254
Front Row Advisors
California
$19K
NIC
1255
Northwest Investment Counselors
Oregon
$18K +$16.8K +130 New
FP
1256
Financial Perspectives
Minnesota
$17.1K
CSPIA
1257
Cary Street Partners Investment Advisory
Virginia
$17K +$15.5K +120 New
MA
1258
MCF Advisors
Kentucky
$17K +$15.5K +120 New
MWP
1259
Meridian Wealth Partners
Pennsylvania
$17K +$16.1K +125 New
Jones Financial Companies
1260
Jones Financial Companies
Missouri
$16K -$23.1K -179 -61%
CCA
1261
Column Capital Advisors
Indiana
$16K +$13.9K +108 +1,080%
GLLW
1262
Graves Light Lenhart Wealth
Virginia
$15K
SIS
1263
Sound Income Strategies
Florida
$14.1K -$48.3K -375 -79%
CIA
1264
CSat Investment Advisory
Michigan
$14K -$902 -7 -6%
SWA
1265
SOA Wealth Advisors
New York
$14K -$645 -5 -4%
IFAM
1266
Institutional & Family Asset Management
Colorado
$14K
LS
1267
Leelyn Smith
Illinois
$14K
VCM
1268
Versant Capital Management
Arizona
$14K
VNA
1269
Valley National Advisers
Pennsylvania
$13K -$1.24M -9,612 -99%
EWA
1270
Evolution Wealth Advisors
Florida
$13K
SWA
1271
Sutton Wealth Advisors
Florida
$13K +$516 +4 +4%
CHA
1272
Carmichael Hill & Associates
Maryland
$12K
RA
1273
Resolute Advisors
California
$12K +$11.5K +89 New
RWM
1274
Raffa Wealth Management
District of Columbia
$11.3K +$1.03K +8 +11%
GC
1275
Globeflex Capital
California
$11K