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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
726
FSA Wealth Management
Massachusetts
$3.83K – – –
MYIA
727
Mount Yale Investment Advisors
Colorado
$3.83K +$3.17K +73 New
FFO
728
Fortitude Family Office
Arizona
$3.72K +$2.35K +54 +318%
KWM
729
Kiker Wealth Management
Georgia
$3.67K -$782 -18 -20%
ACA
730
Atlas Capital Advisors
Wyoming
$3.67K -$6.35K -146 -68%
CFD
731
Creative Financial Designs
Indiana
$3.62K -$2.96K -68 -50%
WB
732
Webster Bank
Connecticut
$3.56K -$1.91K -44 -39%
PIM
733
Plato Investment Management
Australia
$3.55K -$33.9K -780 -92%
ADL
734
Asset Dedication LLC
California
$3.25K -$522 -12 -16%
LWMI
735
Legacy Wealth Management (Idaho)
Idaho
$3.25K – – –
LIS
736
Legacy Investment Solutions
Idaho
$3.25K +$2.69K +62 New
NAAA
737
New Age Alpha Advisors
New York
$3.2K -$8.27M -190,163 -100%
BCMLT
738
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.2K +$1.26K +29 +91%
AWM
739
Abound Wealth Management
Tennessee
$3.09K +$130 +3 +5%
AIC
740
Archer Investment Corporation
Indiana
$2.88K +$652 +15 +38%
CPG
741
Cornerstone Planning Group
New Jersey
$2.88K +$1.17K +27 +79%
GEA
742
Glen Eagle Advisors
New Jersey
$2.67K – – –
ATC
743
Advantage Trust Company
Kansas
$2.62K – – –
CWM
744
Centricity Wealth Management
Ohio
$2.62K – – –
FCAS
745
First Command Advisory Services
Texas
$2.57K – – –
WCM
746
WealthTrak Capital Management
Virginia
$2.36K +$869 +20 +80%
PP
747
PFS Partners
New Jersey
$2.25K +$1.87K +43 New
BWL
748
Bogart Wealth LLC
Virginia
$2.2K +$1.83K +42 New
PWA
749
Principia Wealth Advisory
Texas
$2.1K +$869 +20 +100%
CIAS
750
CBIZ Investment Advisory Services
Ohio
$2.1K +$1.74K +40 New
28 29
30
31 32