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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1226
Fourth Dimension Wealth
Ohio
$18.5K – – –
Group One Trading
1227
Group One Trading
Illinois
$18.3K -$526K -6,683 -97%
CMP
1228
Coston McIsaac & Partners
Maine
$18K +$3.07K +39 +22%
GA
1229
GoalVest Advisory
New York
$17.7K – – –
MAM
1230
Marquette Asset Management
Minnesota
$17.5K +$2.99K +38 +22%
JFA
1231
JNBA Financial Advisors
Minnesota
$17.5K – – –
FFA
1232
Frazier Financial Advisors
Ohio
$16.7K – – –
HIM
1233
Hillsdale Investment Management
Ontario, Canada
$16.5K -$708K -9,000 -98%
IFS
1234
Intelligent Financial Strategies
Minnesota
$16.5K – – –
MSWA
1235
Marshall & Sterling Wealth Advisors
New York
$16.5K +$157 +2 +1%
VWA
1236
Valued Wealth Advisors
Utah
$16.5K +$787 +10 +5%
BWM
1237
Bullock Wealth Management
Indiana
$16.3K – – –
OP
1238
ORG Partners
Indiana
$16.1K +$2.05K +26 +15%
HWM
1239
Horizons Wealth Management
North Carolina
$16K – – –
CVM
1240
Cheviot Value Management
California
$15.8K – – –
UFPG
1241
United Financial Planning Group
New York
$15.7K +$15K +191 New
NFSG
1242
Newbridge Financial Services Group
Florida
$15.3K – – –
BCM
1243
Boreal Capital Management
Florida
$15.3K +$2.99K +38 +26%
HNW
1244
High Note Wealth
Minnesota
$15.3K +$7.63K +97 +109%
PMFA
1245
Plante Moran Financial Advisors
Michigan
$15.2K -$21.2K -269 -59%
WBC
1246
West Branch Capital
Massachusetts
$14.6K +$5.59K +71 +67%
CWM
1247
Cranbrook Wealth Management
Michigan
$14.4K – – –
RWM
1248
Raffa Wealth Management
District of Columbia
$14.3K +$1.26K +16 +10%
PP
1249
Pingora Partners
Wyoming
$14K – – –
HDIM
1250
Hanson & Doremus Investment Management
Vermont
$14K -$10.2K -129 -43%