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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
1076
Spectrum Wealth Counsel
Indiana
$11.2K +$881 +25 +9%
W
1077
WealthCollab
Washington
$11.2K – – –
FFO
1078
Fortitude Family Office
Arizona
$11.1K – – –
PWMG
1079
Private Wealth Management Group
New Jersey
$10.9K +$70 +2 +0.7%
WAM
1080
WFA Asset Management
Wisconsin
$10.8K – – –
FPFS
1081
First Personal Financial Services
North Carolina
$10.7K – – –
PFG
1082
Peterson Financial Group
Iowa
$10.2K +$9.97K +283 New
PCMC
1083
Planning Capital Management Corporation
Pennsylvania
$10.2K +$5.99K +170 +150%
HWA
1084
HHM Wealth Advisors
Tennessee
$10K -$6.66K -189 -40%
TCM
1085
Tradewinds Capital Management
Washington
$9.87K +$9.69K +275 New
TCPG
1086
Trivant Custom Portfolio Group
California
$9.87K +$9.69K +275 New
BOC
1087
Bull Oak Capital
California
$9.76K +$9.58K +272 New
GJWM
1088
Gilliland Jeter Wealth Management
Arkansas
$9.51K – – –
SWA
1089
SOA Wealth Advisors
New York
$9.32K -$5.29K -150 -37%
OP
1090
ORG Partners
Indiana
$9.17K -$58.4K -1,658 -87%
CA
1091
Crewe Advisors
Utah
$9.11K – – –
HIA
1092
Harbor Investment Advisory
Maryland
$8.72K – – –
FGC
1093
Financial Gravity Companies
Texas
$8.32K +$8.18K +232 New
CIR
1094
Clear Investment Research
Georgia
$8.3K +$70 +2 +0.9%
GBT
1095
Grove Bank & Trust
Florida
$8.29K +$8.14K +231 New
CTWM
1096
Cherry Tree Wealth Management
Minnesota
$8.14K – – –
HFM
1097
Hartford Financial Management
Connecticut
$7.75K – – –
CCMI
1098
Creative Capital Management Investments
California
$7.46K – – –
GTAM
1099
Global Trust Asset Management
Florida
$7.27K – – –
CTA
1100
Colonial Trust Advisors
South Carolina
$7.17K – – –
42 43
44
45 46