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FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1201
Highline Wealth Partners
California
$2.3K +$1.56K +40 +167%
TCA
1202
Trifecta Capital Advisors
Illinois
$2.16K – – –
CAL
1203
Capital Advisors Ltd
Ohio
$2K +$780 +20 +67%
NWWA
1204
New Wave Wealth Advisors
Arkansas
$1.87K +$2.03K +52 New
CAC
1205
Core Alternative Capital
Georgia
$1.44K – – –
SO
1206
Sierra Ocean
California
$1.23K +$1.33K +34 New
CJ
1207
Caitlin John
Michigan
$1.15K – – –
FG
1208
Fairman Group
Pennsylvania
$1.08K -$1.17K -30 -50%
CIA
1209
Cape Investment Advisory
Georgia
$1.08K +$1.17K +30 New
NC
1210
NewSquare Capital
Pennsylvania
$1.08K +$1.17K +30 New
PWA
1211
Principia Wealth Advisory
Texas
$1.08K +$1.17K +30 New
WCM
1212
WealthTrak Capital Management
Virginia
$1.08K +$1.17K +30 New
TFA
1213
Transamerica Financial Advisors
Florida
$1K – – –
WCM
1214
Winthrop Capital Management
Indiana
$1K +$1.48K +38 New
NL
1215
NVWM LLC
Pennsylvania
$935 – – –
CSWM
1216
Cassady Schiller Wealth Management
Ohio
$935 +$1.01K +26 New
GSWM
1217
Golden State Wealth Management
California
$935 +$1.01K +26 New
PWM
1218
Parkworth Wealth Management
California
$863 +$936 +24 New
WW
1219
Winnow Wealth
Texas
$742 +$858 +22 New
HFS
1220
Horizon Financial Services
North Carolina
$719 – – –
WA
1221
WPG Advisers
Maryland
$719 +$780 +20 New
RPA
1222
Redwood Park Advisors
California
$648 +$702 +18 New
BFPW
1223
BOK Financial Private Wealth
Colorado
$576 +$624 +16 New
CAWM
1224
Capital A Wealth Management
Pennsylvania
$431 +$468 +12 New
T
1225
Transce3nd
Texas
$431 +$468 +12 New
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