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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
401
Pension & Wealth Management Advisors
Massachusetts
$218
TIM
402
Thompson Investment Management
Wisconsin
$218
SFGP
403
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$218 +$254 +50 New
TAM
404
Tucker Asset Management
Colorado
$201
CWM
405
Copia Wealth Management
Oregon
$131 +$153 +30 New
FP
406
Financial Perspectives
Minnesota
$126
AWM
407
Abound Wealth Management
Tennessee
$123 +$142 +28 New
PP
408
Pacifica Partners
Canada
$114
CJ
409
Caitlin John
Michigan
$109
WWP
410
WR Wealth Planners
Missouri
$109
CA
411
Clearstead Advisors
Ohio
$101 -$2.54K -500 -96%
CAM
412
Creekmur Asset Management
Illinois
$96
SIC
413
SJS Investment Consulting
Ohio
$88
CFP
414
Comprehensive Financial Planning
Pennsylvania
$65 +$76 +15 New
CFS
415
CGC Financial Services
Oregon
$44
HCP
416
Hexagon Capital Partners
Arkansas
$44
KSWA
417
Kathleen S. Wright Associates
Pennsylvania
$44
BTD
418
BankPlus Trust Department
Mississippi
$44 +$51 +10 New
FWM
419
FLP Wealth Management
Arkansas
$44 +$51 +10 New
BMC
420
Bear Mountain Capital
Washington
$41
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$40
FFA
422
Frazier Financial Advisors
Ohio
$22
IHWM
423
Iron Horse Wealth Management
Iowa
$22
CWP
424
Concord Wealth Partners
Virginia
$13
EWM
425
Evermay Wealth Management
Virginia
$5 -$3.1K -609 -100%