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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1676
PrairieView Partners
Minnesota
$6K – – –
SL
1677
Savior LLC
Massachusetts
$6K +$33 +1 +0.5%
AW
1678
Avion Wealth
Texas
$6K +$715 +22 +12%
PFA
1679
Professional Financial Advisors
Nebraska
$6K +$5.56K +171 New
MIM
1680
Macroview Investment Management
Maryland
$5K -$5.98K -184 -52%
NCM
1681
New Capital Management
Texas
$5K – – –
PFWA
1682
Paces Ferry Wealth Advisors
Georgia
$5K +$5.3K +163 New
NC
1683
NewSquare Capital
Pennsylvania
$4K -$3.06K -94 -45%
CWM
1684
Cranbrook Wealth Management
Michigan
$4K – – –
RCA
1685
Ranch Capital Advisors
Florida
$3K -$4.36K -134 -53%
CAM
1686
Costello Asset Management
Pennsylvania
$3K -$1.3K -40 -30%
WAS
1687
Winch Advisory Services
Wisconsin
$3K -$293 -9 -9%
CAL
1688
Capital Advisors Ltd
Ohio
$3K – – –
HI
1689
Human Investing
Oregon
$3K – – –
LWS
1690
Lucia Wealth Services
California
$3K – – –
PG
1691
Proffitt & Goodson
Tennessee
$3K – – –
TAM
1692
Troy Asset Management
United Kingdom
$3K – – –
TAIM
1693
TD Ameritrade Investment Management
Nebraska
$3K +$1.63K +50 +106%
HFA
1694
HC Financial Advisors
California
$3K +$2.6K +80 +4,000%
CDIA
1695
Capital Directions Investment Advisors
Georgia
$3K +$3.25K +100 New
PS
1696
Planned Solutions
California
$3K +$3.61K +111 New
EWM
1697
Edge Wealth Management
New York
$2K -$30.4K -934 -93%
SIAP
1698
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K -$5.23K -161 -70%
CAL
1699
Capital Analysts LLC
Pennsylvania
$2K -$1.3K -40 -43%
LAS
1700
Lloyd Advisory Services
Georgia
$2K -$650 -20 -27%
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68
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