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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Abound Wealth Management
Tennessee
$10.5K – – –
DJSG
702
D.J. St. Germain
Massachusetts
$9.03K -$4.48K -70 -34%
HNW
703
High Note Wealth
Minnesota
$9.03K +$192 +3 +2%
FPB
704
First PREMIER Bank
South Dakota
$9K – – –
CMA
705
Cedar Mountain Advisors
Oregon
$8.44K +$8.25K +129 New
CBT
706
Crews Bank & Trust
Florida
$8.18K – – –
PIS
707
POM Investment Strategies
North Carolina
$7.79K +$7.61K +119 New
GWM
708
Gilpin Wealth Management
Colorado
$7.72K – – –
VWA
709
Valued Wealth Advisors
Utah
$7.59K +$2.24K +35 +43%
S
710
Sachetta
Massachusetts
$7.4K +$2.3K +36 +47%
AAG
711
Armstrong Advisory Group
Massachusetts
$7.14K – – –
TFGT
712
TS Financial Group (TSFG)
Illinois
$7K – – –
BLC
713
Brown, Lisle/Cummings
Rhode Island
$6.94K +$6.78K +106 New
BIA
714
Bell Investment Advisors
California
$6.87K -$703 -11 -9%
FPF
715
First Pacific Financial
Washington
$6.74K – – –
BWA
716
Basecamp Wealth Advisors
Washington
$6.74K +$6.59K +103 New
LI
717
LRI Investments
Florida
$6.55K +$6.39K +100 New
GSEP
718
Golden State Equity Partners
California
$6.35K +$6.2K +97 New
IWS
719
Intentional Wealth Strategies
Colorado
$6.28K +$6.14K +96 New
MCM
720
Manchester Capital Management
Vermont
$6.09K – – –
PMFA
721
Plante Moran Financial Advisors
Michigan
$6.02K – – –
CA
722
Clearstead Advisors
Ohio
$5.96K -$76.6K -1,198 -93%
NSIM
723
North Star Investment Management
Illinois
$5.7K +$5.56K +87 New
WA
724
WPG Advisers
Maryland
$5.56K -$8.38K -131 -61%
HPC
725
HM Payson & Co
Maine
$5.37K -$2.05K -32 -28%
27 28
29
30 31