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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
551
WR Wealth Planners
Missouri
$1.48K – – –
NC
552
NewSquare Capital
Pennsylvania
$1.42K – – –
CAM
553
Creekmur Asset Management
Illinois
$1.35K – – –
FWM
554
FSA Wealth Management
Massachusetts
$1.35K +$1.24K +128 New
CFO
555
CVA Family Office
Colorado
$1.32K – – –
GGI
556
Godsey & Gibb Inc
Virginia
$1.13K +$551 +57 +114%
HIA
557
Harbor Investment Advisory
Maryland
$1.06K -$3.49K -361 -78%
AWM
558
AllSquare Wealth Management
New York
$1.06K – – –
AP
559
Aspect Partners
Virginia
$1.06K – – –
CPA
560
Clear Point Advisors
New York
$1.06K – – –
OC
561
Oakworth Capital
Alabama
$1.06K – – –
PCWA
562
Pacific Capital Wealth Advisors
California
$1.06K – – –
PFSC
563
Peoples Financial Services Corp
Pennsylvania
$1.06K – – –
PWMG
564
Prestige Wealth Management Group
New Jersey
$1.06K – – –
PK
565
Pflug Koory
Nebraska
$1.06K +$967 +100 New
SJIM
566
St. Johns Investment Management
Florida
$1.06K +$967 +100 New
TWD
567
True Wealth Design
Ohio
$1.04K – – –
WPWM
568
Western Pacific Wealth Management
Illinois
$1.03K – – –
AW
569
Avion Wealth
Texas
$1K – – –
AWM
570
Abound Wealth Management
Tennessee
$963 – – –
RFS
571
Richardson Financial Services
Massachusetts
$961 +$493 +51 +100%
TAM
572
Tucker Asset Management
Colorado
$942 -$1.01K -105 -54%
DSC
573
Duncker Streett & Co
Missouri
$878 +$803 +83 New
IAS
574
IMA Advisory Services
Colorado
$825 +$754 +78 New
MFG
575
Mendota Financial Group
Wisconsin
$688 +$232 +24 +59%