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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
826
Financial Management Professionals
Texas
$2K – – –
HFS
827
Hantz Financial Services
Michigan
$2K – – –
AW
828
Avion Wealth
Texas
$2K +$814 +4 +67%
SIC
829
SJS Investment Consulting
Ohio
$1.83K – – –
SS
830
Sunbelt Securities
Texas
$1.83K – – –
DF
831
Dunhill Financial
United Kingdom
$1.55K +$203 +1 +14%
CFO
832
CVA Family Office
Colorado
$1.43K +$407 +2 +40%
DMIC
833
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.43K +$1.42K +7 New
PCMC
834
Planning Capital Management Corporation
Pennsylvania
$1.22K – – –
VAG
835
VisionPoint Advisory Group
Texas
$1.22K +$1.22K +6 New
AF
836
Advisornet Financial
Minnesota
$1.02K -$3.05K -15 -75%
PIM
837
Plato Investment Management
Australia
$1.02K – – –
TWD
838
True Wealth Design
Ohio
$1.02K +$203 +1 +25%
SFCL
839
Strengthening Families & Communities LLC
Massachusetts
$1K +$610 +3 New
BWL
840
Bogart Wealth LLC
Virginia
$839 – – –
BHWM
841
Bay Harbor Wealth Management
Maryland
$814 – – –
CP
842
Castleview Partners
Texas
$814 +$814 +4 New
RI
843
Ridgewood Investments
New Jersey
$734 +$814 +4 New
A
844
AlphaQuest
New York
$611 -$1.75M -8,611 -100%
AP
845
Aspect Partners
Virginia
$611 – – –
VWA
846
Valued Wealth Advisors
Utah
$416 – – –
CAM
847
ClariVest Asset Management
California
$410 – – –
OWA
848
Opal Wealth Advisors
New York
$408 +$407 +2 New
CAC
849
Core Alternative Capital
Georgia
$407 – – –
CTB
850
Country Trust Bank
Illinois
$407 +$407 +2 New