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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
801
Marquette Asset Management
Minnesota
$2.08K – – –
NB
802
NBT Bank
New York
$2.08K – – –
WPA
803
West Paces Advisors
Georgia
$2.08K +$1.78K +5 New
BAM
804
Bellevue Asset Management
Washington
$2.08K +$1.78K +5 New
AWM
805
Abound Wealth Management
Tennessee
$2.02K – – –
DF
806
DecisionPoint Financial
Arizona
$1.7K +$711 +2 +100%
1CP
807
1015 Capital Partners
Pennsylvania
$1.66K – – –
TFM
808
TFC Financial Management
Massachusetts
$1.66K +$711 +2 +100%
BCWM
809
Bartlett & Co Wealth Management
Ohio
$1.66K +$1.42K +4 New
WA
810
Whipplewood Advisors
Colorado
$1.25K -$18.1K -51 -94%
AF
811
Alerus Financial
North Dakota
$1.25K – – –
BFS
812
Bare Financial Services
Pennsylvania
$1.25K – – –
KCM
813
Key Capital Management
Tennessee
$1.25K – – –
AG
814
AmeriFlex Group
Nevada
$1.25K +$1.07K +3 New
BFPW
815
BOK Financial Private Wealth
Colorado
$1.25K +$1.07K +3 New
CPG
816
Cornerstone Planning Group
New Jersey
$1.2K – – –
NWM
817
Navigoe Wealth Management
California
$1K +$1.07K +3 New
AWM
818
Activest Wealth Management
Florida
$832 -$2.13K -6 -75%
BLC
819
Brown, Lisle/Cummings
Rhode Island
$832 – – –
NWS
820
Nvest Wealth Strategies
Ohio
$832 – – –
SA
821
Seneschal Advisors
Washington
$832 – – –
QWM
822
Quaker Wealth Management
New Jersey
$832 +$355 +1 +100%
PS
823
Planning Strategies
Pennsylvania
$832 +$711 +2 New
PWA
824
Provenance Wealth Advisors
Florida
$832 +$711 +2 New
ACA
825
American Capital Advisory
Idaho
$416 – – –