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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
701
High Note Wealth
Minnesota
$9.03K +$192 +3 +2%
FPB
702
First PREMIER Bank
South Dakota
$9K – – –
CMA
703
Cedar Mountain Advisors
Oregon
$8.44K +$8.25K +129 New
CBT
704
Crews Bank & Trust
Florida
$8.18K – – –
PIS
705
POM Investment Strategies
North Carolina
$7.79K +$7.61K +119 New
GWM
706
Gilpin Wealth Management
Colorado
$7.72K – – –
VWA
707
Valued Wealth Advisors
Utah
$7.59K +$2.24K +35 +43%
S
708
Sachetta
Massachusetts
$7.4K +$2.3K +36 +47%
AAG
709
Armstrong Advisory Group
Massachusetts
$7.14K – – –
TFGT
710
TS Financial Group (TSFG)
Illinois
$7K – – –
BLC
711
Brown, Lisle/Cummings
Rhode Island
$6.94K +$6.78K +106 New
BIA
712
Bell Investment Advisors
California
$6.87K -$703 -11 -9%
FPF
713
First Pacific Financial
Washington
$6.74K – – –
BWA
714
Basecamp Wealth Advisors
Washington
$6.74K +$6.59K +103 New
LI
715
LRI Investments
Florida
$6.55K +$6.39K +100 New
GSEP
716
Golden State Equity Partners
California
$6.35K +$6.2K +97 New
IWS
717
Intentional Wealth Strategies
Colorado
$6.28K +$6.14K +96 New
MCM
718
Manchester Capital Management
Vermont
$6.09K – – –
PMFA
719
Plante Moran Financial Advisors
Michigan
$6.02K – – –
CA
720
Clearstead Advisors
Ohio
$5.96K -$76.6K -1,198 -93%
NSIM
721
North Star Investment Management
Illinois
$5.7K +$5.56K +87 New
WA
722
WPG Advisers
Maryland
$5.56K -$8.38K -131 -61%
HPC
723
HM Payson & Co
Maine
$5.37K -$2.05K -32 -28%
RWM
724
Raffa Wealth Management
District of Columbia
$5.24K +$448 +7 +10%
OAJ
725
Ogorek Anthony Joseph
New York
$5K +$4.92K +77 New
27 28
29
30 31