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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
701
Tradition Wealth Management
Minnesota
$4K – – –
WAS
702
Winch Advisory Services
Wisconsin
$4K – – –
AWM
703
Abound Wealth Management
Tennessee
$3.94K – – –
NCM
704
Northwest Capital Management
Oregon
$3.94K – – –
GI
705
Gradient Investments
Minnesota
$3.94K +$2.56K +6 +200%
RCM
706
Raleigh Capital Management
North Carolina
$3.52K – – –
MFT
707
Moisand Fitzgerald Tamayo
Florida
$3.5K – – –
MA
708
Montag & Associates
Georgia
$3.5K – – –
TFA
709
Toth Financial Advisory
Virginia
$3.5K – – –
SWA
710
SOA Wealth Advisors
New York
$3.5K – – –
CSB
711
City State Bank
Iowa
$3K – – –
MCM
712
Magnolia Capital Management
New York
$3K – – –
NS
713
NBC Securities
Alabama
$3K +$3.41K +8 New
AAG
714
Armstrong Advisory Group
Massachusetts
$2.62K – – –
GWM
715
Geneos Wealth Management
Colorado
$2.62K – – –
SS
716
Sunbelt Securities
Texas
$2.62K +$2.56K +6 New
LF
717
Lee Financial
Texas
$2.19K – – –
AF
718
Advisornet Financial
Minnesota
$2.19K -$23.9K -56 -92%
RWM
719
Raffa Wealth Management
District of Columbia
$2.19K – – –
ADL
720
Asset Dedication LLC
California
$2K – – –
BIA
721
Bell Investment Advisors
California
$1.75K -$1.7K -4 -50%
IHWM
722
Iron Horse Wealth Management
Iowa
$1.75K – – –
JGIA
723
Jackson Grant Investment Advisers
Connecticut
$1.75K – – –
SWA
724
Sutton Wealth Advisors
Florida
$1.75K +$1.7K +4 New
CWP
725
Concord Wealth Partners
Virginia
$1.31K – – –