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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1001
Blue Bell Private Wealth Management
Pennsylvania
$5.77K
MPCL
1002
My Personal CFO LLC
Washington
$5.45K +$5.59K +17 New
CPG
1003
Cornerstone Planning Group
New Jersey
$5.24K +$5.59K +17 New
BHWM
1004
Beaird Harris Wealth Management
Texas
$5.13K +$5.26K +16 New
ADL
1005
Asset Dedication LLC
California
$5K
SCA
1006
Stonebridge Capital Advisors
Minnesota
$4.81K
DCM
1007
Davidson Capital Management
Texas
$4.17K +$329 +1 +8%
RTL
1008
Red Tortoise LLC
Georgia
$4.17K +$4.28K +13 New
OAJ
1009
Ogorek Anthony Joseph
New York
$4K +$4.28K +13 New
MIM
1010
Macroview Investment Management
Maryland
$3.85K -$10.5K -32 -73%
HNWAG
1011
High Net Worth Advisory Group
Florida
$3.85K
RWM
1012
Raffa Wealth Management
District of Columbia
$3.52K -$1.64K -5 -31%
PWMG
1013
Prestige Wealth Management Group
New Jersey
$3.52K
ME
1014
McIlrath & Eck
Washington
$3.2K
SN
1015
Sittner & Nelson
Oregon
$3.2K
CQS
1016
Credential Qtrade Securities
$3.2K +$3.29K +10 New
FIA
1017
FNY Investment Advisers
New York
$3K -$58.2K -177 -95%
CAL
1018
Capital Advisors Ltd
Ohio
$3K -$658 -2 -17%
TFA
1019
Transamerica Financial Advisors
Florida
$3K -$329 -1 -11%
CWA
1020
Carolina Wealth Advisors
South Carolina
$3K
FCMT
1021
Founders Capital Management (Texas)
Texas
$3K
HH
1022
HWG Holdings
Texas
$3K
Jones Financial Companies
1023
Jones Financial Companies
Missouri
$3K +$3.29K +10 New
SWA
1024
Sutton Wealth Advisors
Florida
$2.88K
DI
1025
Disciplined Investments
Oklahoma
$2.56K -$329 -1 -11%