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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
701
Cornerstone Planning Group
New Jersey
$5.51K +$2.53K +50 +46%
LF
702
LifeSteps Financial
California
$5.38K +$5.12K +101 New
HWA
703
Heritage Wealth Advisors
Virginia
$5.33K – – –
HPC
704
HM Payson & Co
Maine
$5.33K – – –
NWMP
705
Noble Wealth Management PBC
Colorado
$5.33K – – –
OCWP
706
Owl Creek Wealth Partners
Colorado
$5.33K – – –
TFA
707
Toth Financial Advisory
Virginia
$5.33K – – –
TVWM
708
Tower View Wealth Management
Wisconsin
$5.33K – – –
BLC
709
Brown, Lisle/Cummings
Rhode Island
$5.33K +$5.07K +100 New
CWP
710
Clark Wealth Partners
Illinois
$5.33K +$5.07K +100 New
IA
711
IFS Advisors
Kansas
$5.33K +$5.07K +100 New
CMP
712
Coston McIsaac & Partners
Maine
$5K +$4.81K +95 +731%
MGI
713
Miller Global Investments
Texas
$4.63K – – –
PWA
714
Physician Wealth Advisors
Utah
$4.47K +$405 +8 +11%
TPCW
715
TD Private Client Wealth
New York
$4.26K +$1.42K +28 +54%
PG
716
Proffitt & Goodson
Tennessee
$4.05K – – –
DIP
717
DT Investment Partners
Pennsylvania
$4K +$3.8K +75 New
PGAM
718
Princeton Global Asset Management
New Jersey
$4K +$3.8K +75 New
MWA
719
Medallion Wealth Advisors
Connecticut
$3.94K +$203 +4 +6%
CH
720
Cromwell Holdings
Wyoming
$3.94K +$3.75K +74 New
AWM
721
Activest Wealth Management
Florida
$3.73K -$51 -1 -1%
KSB
722
Kennebec Savings Bank
Maine
$3.73K – – –
RWM
723
Raffa Wealth Management
District of Columbia
$3.35K -$152 -3 -5%
IPS
724
Investors Portfolio Services
Washington
$3.25K – – –
B
725
Birchbrook
Maine
$3.2K +$1.01K +20 +50%