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Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1326
High Net Worth Advisory Group
Florida
$14K – – –
RA
1327
Rise Advisors
New York
$14K – – –
SCA
1328
Stonebridge Capital Advisors
Minnesota
$14K +$1.15K +4 +8%
SFCL
1329
Strengthening Families & Communities LLC
Massachusetts
$14K +$6.32K +22 +69%
OPW
1330
Oxler Private Wealth
New York
$13.7K +$14.4K +50 New
LFA
1331
Legend Financial Advisors
Pennsylvania
$13.5K +$14.4K +50 New
TSWM
1332
Tyler-Stone Wealth Management
Ohio
$13K -$6.03K -21 -30%
BCM
1333
Bourgeon Capital Management
Connecticut
$13K -$3.73K -13 -21%
MCM
1334
Manchester Capital Management
Vermont
$13K -$862 -3 -6%
AA
1335
Addison Advisors
Vermont
$13K – – –
PP
1336
PrairieView Partners
Minnesota
$13K – – –
IFAM
1337
Institutional & Family Asset Management
Colorado
$13K +$2.58K +9 +22%
ONST
1338
Old North State Trust
North Carolina
$13K +$14.4K +50 New
GEA
1339
Glen Eagle Advisors
New Jersey
$12.1K – – –
SC
1340
Sierra Capital
Florida
$12K -$4.31K -15 -25%
LFG
1341
Larson Financial Group
Missouri
$12K – – –
AAP
1342
Arax Advisory Partners
Colorado
$11K -$2.87K -10 -20%
AFG
1343
Albion Financial Group
Utah
$11K – – –
LWP
1344
Laurel Wealth Planning
Minnesota
$11K – – –
SFO
1345
Standard Family Office
South Dakota
$11K – – –
WWMSC
1346
Wagner Wealth Management (South Carolina)
South Carolina
$11K – – –
SC
1347
Schubert & Co
Texas
$11K +$862 +3 +8%
FEG
1348
Financial Enhancement Group
Indiana
$10K – – –
POIA
1349
Pin Oak Investment Advisors
Texas
$10K – – –
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$862 +3 +10%