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Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
951
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
FC
952
Financial Consulate
Maryland
$984 +$986 +10 New
SWP
953
Strategic Wealth Partners
Ohio
$983 – – –
CTB
954
Country Trust Bank
Illinois
$983 +$986 +10 New
BHWM
955
Beaird Harris Wealth Management
Texas
$885 -$3.06K -31 -78%
HPC
956
HM Payson & Co
Maine
$885 – – –
MAS
957
MPWM Advisory Solutions
Georgia
$885 – – –
CPG
958
Cornerstone Planning Group
New Jersey
$833 -$1.97K -20 -48%
BLC
959
Brown, Lisle/Cummings
Rhode Island
$787 – – –
AG
960
AmeriFlex Group
Nevada
$787 +$789 +8 New
SA
961
Seneschal Advisors
Washington
$689 +$690 +7 New
HFS
962
Hughes Financial Services
Virginia
$594 – – –
CTWM
963
Cherry Tree Wealth Management
Minnesota
$590 – – –
HWA
964
Heartwood Wealth Advisors
Virginia
$590 +$592 +6 New
DF
965
DecisionPoint Financial
Arizona
$587 – – –
ACA
966
American Capital Advisory
Idaho
$492 – – –
FCAS
967
First Command Advisory Services
Texas
$492 – – –
BIM
968
Breakwater Investment Management
Washington
$492 +$493 +5 New
SHIM
969
Stone House Investment Management
Pennsylvania
$492 +$493 +5 New
SWA
970
SOA Wealth Advisors
New York
$413 – – –
DCM
971
Davis Capital Management
Florida
$393 +$395 +4 New
QWM
972
Quaker Wealth Management
New Jersey
$295 – – –
NC
973
North Capital
Utah
$295 +$99 +1 +50%
LWMI
974
Legacy Wealth Management (Idaho)
Idaho
$197 – – –
WW
975
Winnow Wealth
Texas
$99 +$99 +1 New