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Name Holding Trade Value Shares
Change
Change in
Stake
WA
901
WPG Advisers
Maryland
$12K -$9.57K -38 -46%
CT
902
Colonial Trust
South Carolina
$10.4K -$2.02K -8 -17%
RWM
903
Rialto Wealth Management
New York
$10.1K +$2.02K +8 +27%
UFPG
904
United Financial Planning Group
New York
$10.1K +$9.07K +36 +1,800%
AW
905
Avion Wealth
Texas
$10K +$1.51K +6 +18%
DWM
906
Dogwood Wealth Management
Kansas
$9.83K +$6.3K +25 +208%
TGY2IT
907
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$9.83K +$9.32K +37 New
SWM
908
SHP Wealth Management
Massachusetts
$9.06K +$2.52K +10 +42%
KG
909
Kilter Group
New York
$8.77K +$252 +1 +3%
DPW
910
DiNuzzo Private Wealth
Pennsylvania
$8.5K – – –
GBT
911
Grove Bank & Trust
Florida
$8.23K +$1.51K +6 +24%
BHWM
912
Beaird Harris Wealth Management
Texas
$7.7K – – –
T
913
Tidemark
California
$7.44K – – –
NSIM
914
North Star Investment Management
Illinois
$7.44K +$7.05K +28 New
AFG
915
Albion Financial Group
Utah
$7.17K +$6.8K +27 New
CAL
916
Capital Advisors Ltd
Ohio
$7K – – –
AWM
917
Abound Wealth Management
Tennessee
$6.66K -$1.01K -4 -14%
JWM
918
JPL Wealth Management
Colorado
$6.64K +$6.3K +25 New
GWM
919
Geneos Wealth Management
Colorado
$6.64K +$5.04K +20 +400%
CMA
920
Cedar Mountain Advisors
Oregon
$6.64K +$6.3K +25 New
ACM
921
Accent Capital Management
Ohio
$6.38K – – –
RWS
922
Retirement Wealth Solutions
Wisconsin
$6.11K +$1.26K +5 +28%
BHWM
923
Bay Harbor Wealth Management
Maryland
$6.11K +$1.76K +7 +44%
OAJ
924
Ogorek Anthony Joseph
New York
$6K – – –
AF
925
Advisornet Financial
Minnesota
$5.84K +$252 +1 +5%