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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
401
Physician Wealth Advisors
Utah
$1.02K – – –
MFT
402
Moisand Fitzgerald Tamayo
Florida
$962 – – –
TF
403
Tompkins Financial
New York
$962 – – –
VFM
404
Vision Financial Markets
Connecticut
$962 – – –
RFP
405
Root Financial Partners
California
$933 +$877 +194 New
PWA
406
Principia Wealth Advisory
Texas
$928 +$479 +106 +122%
BBHC
407
Brown Brothers Harriman & Co
New York
$876 +$714 +158 +658%
FFL
408
Financial Freedom LLC
Ohio
$818 +$5 +1 +0.6%
HCM
409
Hollencrest Capital Management
California
$789 – – –
MA
410
Montag & Associates
Georgia
$727 +$683 +151 New
MEG
411
Millstone Evans Group
Colorado
$722 – – –
UFPG
412
United Financial Planning Group
New York
$673 +$633 +140 New
CFD
413
Creative Financial Designs
Indiana
$659 +$619 +137 New
GWM
414
Geneos Wealth Management
Colorado
$596 -$6.12K -1,353 -92%
OCM
415
Orion Capital Management
California
$577 +$542 +120 New
TFA
416
Transamerica Financial Advisors
Florida
$577 +$542 +120 New
BGAI
417
Bruce G. Allen Investments
Colorado
$572 -$81 -18 -13%
VWA
418
Valued Wealth Advisors
Utah
$544 +$511 +113 New
1IA
419
1620 Investment Advisors
Massachusetts
$481 – – –
CSB
420
City State Bank
Iowa
$481 – – –
SNB
421
Security National Bank
Nebraska
$481 – – –
CMA
422
Cedar Mountain Advisors
Oregon
$443 – – –
HC
423
Hurley Capital
New York
$433 – – –
LCM
424
Logan Capital Management
Pennsylvania
$380 – – –
TWD
425
True Wealth Design
Ohio
$371 -$77 -17 -18%