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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
951
Lake Point Wealth Management
Texas
$5K – – –
ME
952
McIlrath & Eck
Washington
$5K – – –
TCWA
953
Ten Capital Wealth Advisors
Washington
$5K – – –
PFGIA
954
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$1.67K +50 +56%
FP
955
Financial Perspectives
Minnesota
$4.49K – – –
BCWM
956
Bartlett & Co Wealth Management
Ohio
$4.35K – – –
BC
957
Bartlett & Co
Ohio
$4K – – –
CWC
958
Carolinas Wealth Consulting
North Carolina
$4K – – –
PWA
959
Phoenix Wealth Advisors
North Carolina
$4K – – –
TCWM
960
Total Clarity Wealth Management
Illinois
$4K +$3.67K +110 New
CWM
961
Cranbrook Wealth Management
Michigan
$3K – – –
SWA
962
SOA Wealth Advisors
New York
$3K – – –
HR
963
Howe & Rusling
New York
$2K -$334 -10 -17%
GTAM
964
Global Trust Asset Management
Florida
$2K – – –
MFT
965
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SIS
966
Sound Income Strategies
Florida
$2K – – –
TFA
967
Toth Financial Advisory
Virginia
$2K – – –
AWM
968
Avior Wealth Management
Nebraska
$2K +$334 +10 +20%
MCM
969
Manchester Capital Management
Vermont
$2K +$2K +60 New
CI
970
Cordant Inc
Oregon
$2K +$2.34K +70 New
GFPC
971
Global Financial Private Client
Florida
$1K – – –
UFF
972
USA Financial Formulas
Michigan
$1K -$1.15M -34,470 -100%
MA
973
MCF Advisors
Kentucky
$1K +$1K +30 New
CTB
974
Country Trust Bank
Illinois
$1K +$1.33K +40 New
WA
975
WestEnd Advisors
North Carolina
$334 – – –