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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
401
Bartlett & Co Wealth Management
Ohio
$218 – – –
PWMA
402
Pension & Wealth Management Advisors
Massachusetts
$218 – – –
TIM
403
Thompson Investment Management
Wisconsin
$218 – – –
SFGP
404
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$218 +$254 +50 New
TAM
405
Tucker Asset Management
Colorado
$201 – – –
IAG
406
Innovative Advisory Group
Massachusetts
$174 +$204 +40 New
CWM
407
Copia Wealth Management
Oregon
$131 +$153 +30 New
FP
408
Financial Perspectives
Minnesota
$126 – – –
AWM
409
Abound Wealth Management
Tennessee
$123 +$142 +28 New
PP
410
Pacifica Partners
Canada
$114 – – –
CJ
411
Caitlin John
Michigan
$109 – – –
WWP
412
WR Wealth Planners
Missouri
$109 – – –
CA
413
Clearstead Advisors
Ohio
$101 -$2.54K -500 -96%
CAM
414
Creekmur Asset Management
Illinois
$96 – – –
SIC
415
SJS Investment Consulting
Ohio
$88 – – –
CFP
416
Comprehensive Financial Planning
Pennsylvania
$65 +$76 +15 New
CFS
417
CGC Financial Services
Oregon
$44 – – –
HCP
418
Hexagon Capital Partners
Arkansas
$44 – – –
KSWA
419
Kathleen S. Wright Associates
Pennsylvania
$44 – – –
BTD
420
BankPlus Trust Department
Mississippi
$44 +$51 +10 New
FWM
421
FLP Wealth Management
Arkansas
$44 +$51 +10 New
BMC
422
Bear Mountain Capital
Washington
$41 – – –
LWANC
423
Laurel Wealth Advisors (North Carolina)
North Carolina
$40 – – –
FFA
424
Frazier Financial Advisors
Ohio
$22 – – –
IHWM
425
Iron Horse Wealth Management
Iowa
$22 – – –