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Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
626
Abich Financial Wealth Management
Virginia
$721 +$824 +24 New
PWA
627
Physician Wealth Advisors
Utah
$661 +$618 +18 +450%
MWM
628
Mascoma Wealth Management
New Hampshire
$631 – – –
SWP
629
SIMA Wealth Partners
Virginia
$631 – – –
FDW
630
Fourth Dimension Wealth
Ohio
$601 – – –
ICM
631
Islay Capital Management
Texas
$601 – – –
MFT
632
Moisand Fitzgerald Tamayo
Florida
$601 – – –
CHC
633
City Holding Co
West Virginia
$600 – – –
AFG
634
Albion Financial Group
Utah
$571 – – –
BI
635
Binnacle Investments
Iowa
$571 +$653 +19 New
NECFA
636
New England Capital Financial Advisors
Connecticut
$541 – – –
CFO
637
CVA Family Office
Colorado
$511 – – –
FFL
638
Financial Freedom LLC
Ohio
$511 – – –
JFA
639
JNBA Financial Advisors
Minnesota
$511 – – –
PCFFS
640
Pacific Center for Financial Services
California
$481 – – –
BGAI
641
Bruce G. Allen Investments
Colorado
$450 – – –
CTA
642
Colonial Trust Advisors
South Carolina
$450 – – –
PGAM
643
Princeton Global Asset Management
New Jersey
$390 -$3.47K -101 -89%
RJA
644
Ross\Johnson & Associates
Minnesota
$390 – – –
QWM
645
Quaker Wealth Management
New Jersey
$361 – – –
CA
646
Crewe Advisors
Utah
$331 -$343 -10 -48%
NCM
647
Northwest Capital Management
Oregon
$330 – – –
NC
648
North Capital
Utah
$330 +$34 +1 +10%
WWM
649
Wolff Wiese Magana
California
$301 -$12.4K -361 -97%
LWMI
650
Legacy Wealth Management (Idaho)
Idaho
$301 – – –