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Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Advisornet Financial
Minnesota
$3.66K -$329 -2 -9%
PS
802
Planning Strategies
Pennsylvania
$3.66K +$3.29K +20 New
MSWM
803
Mowery & Schoenfeld Wealth Management
Illinois
$3.48K – – –
PWA
804
Principia Wealth Advisory
Texas
$3.48K – – –
CCMI
805
Creative Capital Management Investments
California
$3.48K +$3.13K +19 New
MA
806
Montag & Associates
Georgia
$3.1K +$1.81K +11 +183%
OAJ
807
Ogorek Anthony Joseph
New York
$3K – – –
MCM
808
Manchester Capital Management
Vermont
$2.93K -$1.32K -8 -33%
NL
809
NVWM LLC
Pennsylvania
$2.93K +$164 +1 +7%
FMP
810
Financial Management Professionals
Texas
$2.75K +$2.47K +15 New
RWM
811
RMG Wealth Management
Wisconsin
$2.6K -$5.59K -34 -71%
HIA
812
HFM Investment Advisors
New Jersey
$2.2K +$822 +5 +71%
DF
813
DecisionPoint Financial
Arizona
$2.02K +$493 +3 +38%
CAL
814
Capital Advisors Ltd
Ohio
$2K – – –
CA
815
Crewe Advisors
Utah
$1.83K -$329 -2 -17%
AWM
816
Activest Wealth Management
Florida
$1.83K -$5.59K -34 -77%
EWM
817
Evolution Wealth Management
Florida
$1.83K – – –
JGIA
818
Jackson Grant Investment Advisers
Connecticut
$1.83K +$1.65K +10 New
1CP
819
1015 Capital Partners
Pennsylvania
$1.47K – – –
BW
820
Basepoint Wealth
Iowa
$1.47K – – –
HWP
821
Highline Wealth Partners
California
$1.47K – – –
PWMG
822
Private Wealth Management Group
New Jersey
$1.47K – – –
JFA
823
JNBA Financial Advisors
Minnesota
$1.47K +$1.32K +8 New
PWMG
824
Prestige Wealth Management Group
New Jersey
$1.28K +$493 +3 +75%
CWM
825
Copia Wealth Management
Oregon
$1.1K +$987 +6 New