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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
651
Cornerstone Planning Group
New Jersey
$1.03K +$195 +8 +25%
OAG
652
Oakmont Advisory Group
New Mexico
$1K +$951 +39 New
DF
653
DecisionPoint Financial
Arizona
$938 +$366 +15 +71%
MCM
654
MV Capital Management
Maryland
$924 -$24 -1 -3%
AF
655
Advisornet Financial
Minnesota
$897 – – –
IPS
656
Investors Portfolio Services
Washington
$820 – – –
BWL
657
Bogart Wealth LLC
Virginia
$641 -$1.71K -70 -74%
PWA
658
Principia Wealth Advisory
Texas
$615 -$146 -6 -20%
CIAM
659
Caitong International Asset Management
Hong Kong
$615 -$122 -5 -17%
SFG
660
Strive Financial Group
Indiana
$564 – – –
FC
661
Financial Consulate
Maryland
$539 – – –
GIA
662
GHP Investment Advisors
Colorado
$411 – – –
AWM
663
Activest Wealth Management
Florida
$385 – – –
SWM
664
SHP Wealth Management
Massachusetts
$385 +$366 +15 New
KG
665
Kilter Group
New York
$283 +$268 +11 New
M
666
MOTCO
Texas
$282 +$268 +11 New
3FI
667
3 Factor Indexing
California
$180 – – –
BCWM
668
Bartlett & Co Wealth Management
Ohio
$155 – – –
RWM
669
Raffa Wealth Management
District of Columbia
$154 – – –
BWS
670
Buck Wealth Strategies
Colorado
$154 +$146 +6 New
MCA
671
Maryland Capital Advisors
Maryland
$154 +$146 +6 New
DF
672
Downshift Financial
Colorado
$103 +$98 +4 New
RJA
673
Ross\Johnson & Associates
Minnesota
$103 +$98 +4 New
PMFA
674
Plante Moran Financial Advisors
Michigan
$51 +$49 +2 New
HWP
675
Highline Wealth Partners
California
$26 – – –