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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
401
American Capital Advisory
Idaho
$1.6K +$466 +29 +47%
NIG
402
NFJ Investment Group
Texas
$1.41K -$1.17K -73 -48%
BLC
403
Brown, Lisle/Cummings
Rhode Island
$1.41K – – –
MB
404
MidFirst Bank
Oklahoma
$1.41K – – –
CT
405
Caldwell Trust
Florida
$1.34K +$1.22K +76 New
GFA
406
Godfrey Financial Associates
New York
$1.32K – – –
CFD
407
Creative Financial Designs
Indiana
$1.3K -$6K -373 -83%
HIA
408
Highland Investment Advisors
Florida
$1.23K +$1.13K +70 New
DJSG
409
D.J. St. Germain
Massachusetts
$1.15K – – –
FNWA
410
Financial Network Wealth Advisors
Utah
$1.04K – – –
POIA
411
Pin Oak Investment Advisors
Texas
$1K +$547 +34 New
ADL
412
Asset Dedication LLC
California
$988 +$402 +25 +81%
TCA
413
Trifecta Capital Advisors
Illinois
$917 +$836 +52 New
BIM
414
Breakwater Investment Management
Washington
$794 +$723 +45 New
HI
415
Horizon Investments
North Carolina
$723 -$162K -10,047 -100%
BWL
416
Bogart Wealth LLC
Virginia
$705 +$643 +40 New
MS
417
Monetary Solutions
Ohio
$617 +$563 +35 New
BHWM
418
Beaird Harris Wealth Management
Texas
$593 – – –
APFP
419
Action Point Financial Planning
Michigan
$564 +$514 +32 New
AWM
420
Abound Wealth Management
Tennessee
$529 – – –
WB
421
Webster Bank
Connecticut
$423 +$386 +24 New
MWM
422
Mosley Wealth Management
California
$388 +$354 +22 New
CA
423
Crewe Advisors
Utah
$353 +$322 +20 New
DRP
424
Decker Retirement Planning
Utah
$257 +$241 +15 New
SHIM
425
Stone House Investment Management
Pennsylvania
$229 +$161 +10 +333%