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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
WealthPLAN Partners
Nebraska
$13.2K +$13K +330 New
QC
1102
Quent Capital
New York
$12.8K
WB
1103
Webster Bank
Connecticut
$12K
CT
1104
Cambridge Trust
Massachusetts
$11.2K
CB
1105
CNB Bank
Pennsylvania
$11.2K
CCMI
1106
Creative Capital Management Investments
California
$10.8K +$10.2K +260 +2,600%
SC
1107
Schubert & Co
Texas
$9.98K +$2.76K +70 +39%
HIA
1108
Harbor Investment Advisory
Maryland
$9.98K
RWM
1109
Raffa Wealth Management
District of Columbia
$9.98K
SWA
1110
Sutton Wealth Advisors
Florida
$9.98K
Commonwealth Equity Services
1111
Commonwealth Equity Services
Massachusetts
$9.92K -$323K -8,190 -3%
CWM
1112
Cedar Wealth Management
California
$8.78K
FWM
1113
Focused Wealth Management
New York
$8.78K
CB
1114
Community Bank
New York
$8.78K
IRC
1115
Investors Research Corp
Georgia
$8.38K -$788 -20 -9%
AWM
1116
Abound Wealth Management
Tennessee
$7.99K +$3.94K +100 +100%
CT
1117
Clearstead Trust
Maine
$7.98K -$114K -2,880 -94%
HPC
1118
HM Payson & Co
Maine
$7.58K -$788 -20 -10%
SIS
1119
Sound Income Strategies
Florida
$7.18K +$394 +10 +6%
ME
1120
McIlrath & Eck
Washington
$6.39K
GEA
1121
Glen Eagle Advisors
New Jersey
$6K
TFA
1122
Toth Financial Advisory
Virginia
$5.99K +$3.55K +90 +150%
SSC
1123
Syverson Strege & Co
Iowa
$5.99K +$5.91K +150 New
FP
1124
Financial Perspectives
Minnesota
$5.46K
DI
1125
Disciplined Investments
Oklahoma
$5.19K