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Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
926
Clear Perspectives Financial Planning
Ohio
$9K +$10.2K +231 New
RWM
927
Raffa Wealth Management
District of Columbia
$8.35K
LSA
928
Leonteq Securities AG
Switzerland
$8.28K
AA
929
Ancora Advisors
Ohio
$8K -$30.9K -700 -77%
BWA
930
BDO Wealth Advisors
Florida
$8K -$8.84K -200 -47%
CMA
931
Cedar Mountain Advisors
Oregon
$8K
WPWM
932
Western Pacific Wealth Management
Illinois
$8K
SIS
933
Sound Income Strategies
Florida
$8K +$442 +10 +5%
LS
934
Leelyn Smith
Illinois
$8K +$9.51K +215 New
HGERS
935
Householder Group Estate & Retirement Specialist
Arizona
$8K +$9.77K +221 New
BC
936
Barrett & Company
Rhode Island
$7.13K +$7.29K +165 New
AP
937
Atwood & Palmer
Missouri
$7K
BWL
938
Bogart Wealth LLC
Virginia
$7K
PSB
939
Piscataqua Savings Bank
New Hampshire
$7K
PG
940
Proffitt & Goodson
Tennessee
$7K
UIA
941
Ulland Investment Advisors
Minnesota
$7K
BWP
942
Baldwin Wealth Partners
Massachusetts
$6K
KFP
943
KB Financial Partners
New Jersey
$6K
WWMSC
944
Wagner Wealth Management (South Carolina)
South Carolina
$6K
PP
945
Pacifica Partners
Canada
$6K +$6.32K +143 New
ANBT
946
American National Bank & Trust
Texas
$6K +$6.85K +155 New
EC
947
EdgeRock Capital
Colorado
$6K +$6.85K +155 New
AWM
948
Abound Wealth Management
Tennessee
$5.07K +$5.97K +135 New
CAL
949
Capital Advisors Ltd
Ohio
$5K -$619 -14 -10%
BIA
950
Bell Investment Advisors
California
$5K -$531 -12 -9%