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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1001
Ares Financial Consulting
California
$1.5K +$1.59K +6 New
BWM
1002
Benson Wealth Management
Tennessee
$1.5K +$1.59K +6 New
CFM
1003
Cornerstone Financial Management
Massachusetts
$1.5K +$1.59K +6 New
MO
1004
McMillan Office
Michigan
$1.5K +$1.59K +6 New
WPA
1005
Wealth Preservation Advisors
Tennessee
$1.5K +$1.59K +6 New
PIM
1006
Plato Investment Management
Australia
$1.26K – – –
FC
1007
Financial Consulate
Maryland
$1.25K – – –
NEWAS
1008
N.E.W. Advisory Services
Wisconsin
$1.25K – – –
WA
1009
WPG Advisers
Maryland
$1.25K – – –
WAG
1010
Wilkerson Advisory Group
Missouri
$1.25K +$1.33K +5 New
HIA
1011
HFM Investment Advisors
New Jersey
$1K -$266 -1 -20%
AP
1012
Aspect Partners
Virginia
$1K +$531 +2 +100%
OC
1013
Optima Capital
Oregon
$1K +$1.06K +4 New
WA
1014
Whipplewood Advisors
Colorado
$1K +$1.06K +4 New
PCM
1015
Penserra Capital Management
California
$1K +$797 +3 +100%
UFF
1016
USA Financial Formulas
Michigan
$753 -$711K -2,676 -100%
WW
1017
Winnow Wealth
Texas
$753 -$7.17K -27 -90%
ACM
1018
Anfield Capital Management
California
$753 – – –
WA
1019
WestEnd Advisors
North Carolina
$753 – – –
IPS
1020
Investors Portfolio Services
Washington
$753 +$797 +3 New
LSA
1021
Leonteq Securities AG
Switzerland
$502 – – –
SA
1022
Seneschal Advisors
Washington
$502 – – –
BHWM
1023
Beaird Harris Wealth Management
Texas
$251 -$1.33K -5 -83%
EWM
1024
Evolution Wealth Management
Florida
$251 – – –
FMP
1025
Financial Management Professionals
Texas
$251 – – –