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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1501
Coston McIsaac & Partners
Maine
$33K +$231 +1 +0.7%
AW
1502
Avion Wealth
Texas
$33K +$1.15K +5 +4%
PFA
1503
Pathway Financial Advisers
Indiana
$32.7K +$32.3K +140 New
AGWCA
1504
Annis Gardner Whiting Capital Advisors
Florida
$32K -$42K -182 -57%
AG
1505
AmeriFlex Group
Nevada
$29.2K +$14.5K +63 +103%
TFG
1506
Team Financial Group
California
$29.1K +$231 +1 +0.8%
QL
1507
Quarry LP
New York
$29K -$12.4K -54 -31%
FPF
1508
First Pacific Financial
Washington
$28.8K – – –
AWM
1509
Activest Wealth Management
Florida
$28.3K +$692 +3 +3%
WWA
1510
Wealth Watch Advisors
Colorado
$28.3K +$27.7K +120 New
GFWA
1511
Grey Fox Wealth Advisors
Delaware
$27.3K +$26.5K +115 New
HWP
1512
Highline Wealth Partners
California
$27.1K +$461 +2 +2%
GG
1513
Gleason Group
Kentucky
$26.2K +$231 +1 +0.9%
PWMG
1514
Prestige Wealth Management Group
New Jersey
$25.8K – – –
GJIA
1515
Glass Jacobson Investment Advisors
Maryland
$25.2K – – –
CVM
1516
Cheviot Value Management
California
$25K – – –
PWA
1517
Provenance Wealth Advisors
Florida
$24.3K – – –
CTWM
1518
Cherry Tree Wealth Management
Minnesota
$24.1K – – –
SNB
1519
Security National Bank
Nebraska
$23.6K -$17.3K -75 -43%
CMBA
1520
C.M. Bidwell & Associates
Hawaii
$23.6K – – –
FLFS
1521
Family Legacy Financial Solutions
North Carolina
$23.6K – – –
KTC
1522
Kentucky Trust Company
Kentucky
$23.6K – – –
LB
1523
Legacy Bridge
Iowa
$23.6K – – –
PFSC
1524
Peoples Financial Services Corp
Pennsylvania
$23.6K – – –
SA
1525
Scarborough Advisors
Maryland
$23.6K – – –