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Name Holding Trade Value Shares
Change
Change in
Stake
PS
876
Planning Strategies
Pennsylvania
$3.33K +$3.06K +8 New
CPG
877
Cornerstone Planning Group
New Jersey
$3.22K -$765 -2 -18%
MAM
878
Marquette Asset Management
Minnesota
$2.91K – – –
RWS
879
Retirement Wealth Solutions
Wisconsin
$2.91K +$2.68K +7 New
DF
880
Dunhill Financial
United Kingdom
$2.6K – – –
NS
881
NBC Securities
Alabama
$2.5K -$3.06K -8 -57%
AWM
882
Activest Wealth Management
Florida
$2.5K – – –
HFS
883
Hughes Financial Services
Virginia
$2.5K +$1.53K +4 +200%
SEP
884
Signature Equity Partners
Ohio
$2.5K +$1.53K +4 +200%
PAI
885
Pittenger & Anderson Inc
Nebraska
$2.08K +$1.91K +5 New
SC
886
Sawyer & Company
Massachusetts
$2.08K – – –
AW
887
Avion Wealth
Texas
$2K +$1.15K +3 +150%
PWA
888
Principia Wealth Advisory
Texas
$1.66K +$1.15K +3 +300%
DCM
889
Davis Capital Management
Florida
$1.66K +$1.53K +4 New
MA
890
Montag & Associates
Georgia
$1.54K +$1.53K +4 New
FC
891
Financial Consulate
Maryland
$1.25K +$382 +1 +50%
PWA
892
Physician Wealth Advisors
Utah
$1.25K +$1.15K +3 New
1CP
893
1015 Capital Partners
Pennsylvania
$1.25K – – –
BGAI
894
Bruce G. Allen Investments
Colorado
$1.25K – – –
MWM
895
Mascoma Wealth Management
New Hampshire
$1.25K +$1.15K +3 New
NWM
896
Navigoe Wealth Management
California
$1K +$1.53K +4 New
3FI
897
3 Factor Indexing
California
$833 – – –
SA
898
Seneschal Advisors
Washington
$833 – – –
RS
899
Rakuten Securities
Japan
$832 -$48.9K -128 -98%
BCV
900
Banque Cantonale Vaudoise
Switzerland
$801 +$484K +1,266 +192%