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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
876
Millstone Evans Group
Colorado
$778 – – –
WA
877
WPG Advisers
Maryland
$778 – – –
VWA
878
Valued Wealth Advisors
Utah
$637 – – –
MSWM
879
Mowery & Schoenfeld Wealth Management
Illinois
$623 – – –
ACA
880
American Capital Advisory
Idaho
$623 +$180 +1 +33%
CT
881
Colonial Trust
South Carolina
$622 -$5.92K -33 -89%
AG
882
AmeriFlex Group
Nevada
$498 +$539 +3 New
ACM
883
Anfield Capital Management
California
$467 – – –
SC
884
Swan Capital
Florida
$467 – – –
BH
885
Burk Holdings
Oklahoma
$467 +$539 +3 New
FFA
886
Frazier Financial Advisors
Ohio
$467 +$539 +3 New
OCM
887
Osbon Capital Management
Massachusetts
$467 +$539 +3 New
SIM
888
Synergy Investment Management
Florida
$467 +$539 +3 New
AWM
889
Activest Wealth Management
Florida
$352 -$105K -585 -100%
QWM
890
Quaker Wealth Management
New Jersey
$312 +$180 +1 +100%
NWS
891
Nvest Wealth Strategies
Ohio
$312 +$359 +2 New
RPA
892
Redwood Park Advisors
California
$312 +$359 +2 New
DWM
893
Dogwood Wealth Management
Kansas
$311 -$1.26K -7 -78%
NL
894
NVWM LLC
Pennsylvania
$311 -$180 -1 -33%
RWM
895
Raffa Wealth Management
District of Columbia
$311 +$359 +2 New
CFD
896
Creative Financial Designs
Indiana
$156 – – –
LWMI
897
Legacy Wealth Management (Idaho)
Idaho
$156 – – –
NL
898
NorthAvenue LLC
Ohio
$156 – – –
ADL
899
Asset Dedication LLC
California
$156 +$180 +1 New
KG
900
Kilter Group
New York
$156 +$180 +1 New