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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
1001
BankPlus Trust Department
Mississippi
$29.3K – – –
FDCP
1002
Foster Dykema Cabot & Partners
Massachusetts
$29.3K – – –
DF
1003
Dunhill Financial
United Kingdom
$28.8K – – –
SIC
1004
SJS Investment Consulting
Ohio
$27.6K -$121 -1 -0.6%
UFPG
1005
United Financial Planning Group
New York
$27.2K +$20.4K +168 New
AUB
1006
Atlantic Union Bankshares
Virginia
$26.7K +$19K +157 +1,963%
AWM
1007
Abound Wealth Management
Tennessee
$26.1K +$121 +1 +0.6%
HNW
1008
High Note Wealth
Minnesota
$25.4K +$2.3K +19 +14%
PPC
1009
Park Place Capital
Alabama
$25.3K -$18.1K -149 -49%
CIM
1010
Contravisory Investment Management
Massachusetts
$25.1K -$23.6K -195 -56%
KFA
1011
Kelleher Financial Advisors
New York
$24K +$17.9K +148 New
VWA
1012
Valued Wealth Advisors
Utah
$22.7K +$2.91K +24 +21%
DJSG
1013
D.J. St. Germain
Massachusetts
$22.4K – – –
KFG
1014
Kingdom Financial Group
Arizona
$22.4K +$13.2K +109 +376%
BFS
1015
Bare Financial Services
Pennsylvania
$21.7K +$9.22K +76 +131%
LI
1016
LRI Investments
Florida
$21.4K +$3.88K +32 +32%
CMA
1017
Cedar Mountain Advisors
Oregon
$20.9K – – –
CBT
1018
Crews Bank & Trust
Florida
$20.3K – – –
AEPWM
1019
Atlantic Edge Private Wealth Management
Florida
$20.3K +$15.2K +125 New
BWL
1020
Bogart Wealth LLC
Virginia
$19.4K +$11.5K +95 +380%
CPG
1021
Cornerstone Planning Group
New Jersey
$19.2K -$6.43K -53 -26%
GWM
1022
Gilpin Wealth Management
Colorado
$19.1K – – –
BIA
1023
Bell Investment Advisors
California
$18.2K +$849 +7 +7%
RWM
1024
Rialto Wealth Management
New York
$17.7K +$6.55K +54 +98%
WA
1025
WPG Advisers
Maryland
$17K +$2.43K +20 +24%
39 40
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42 43