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Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1076
Barnes Dennig Private Wealth Management
Ohio
$1.3K -$4.48K -16 -76%
AFG
1077
Albion Financial Group
Utah
$1.3K – – –
KCM
1078
Key Capital Management
Tennessee
$1.3K +$1.4K +5 New
MWM
1079
Mascoma Wealth Management
New Hampshire
$1.3K +$1.4K +5 New
SEP
1080
Signature Equity Partners
Ohio
$1.06K +$1.12K +4 New
NWM
1081
Nova Wealth Management
Florida
$1.05K – – –
CMA
1082
Cedar Mountain Advisors
Oregon
$1.04K – – –
FNWA
1083
Financial Network Wealth Advisors
Utah
$1.04K – – –
KFI
1084
Key Financial Inc
Pennsylvania
$1.04K – – –
LWMI
1085
Legacy Wealth Management (Idaho)
Idaho
$1.04K – – –
PWMG
1086
Private Wealth Management Group
New Jersey
$1.04K – – –
SRCM
1087
Signature Resources Capital Management
California
$1.04K – – –
ACA
1088
American Capital Advisory
Idaho
$1.04K +$560 +2 +100%
GWM
1089
Greenline Wealth Management
Florida
$1.04K +$1.12K +4 New
WCM
1090
Winthrop Capital Management
Indiana
$1K +$280 +1 +25%
WW
1091
Winnow Wealth
Texas
$780 +$560 +2 +200%
BFS
1092
Bare Financial Services
Pennsylvania
$779 -$5.32K -19 -86%
NL
1093
NVWM LLC
Pennsylvania
$779 -$560 -2 -40%
DFA
1094
DHJJ Financial Advisors
Illinois
$779 – – –
VWA
1095
Valued Wealth Advisors
Utah
$779 – – –
QWM
1096
Quaker Wealth Management
New Jersey
$779 +$560 +2 +200%
1CP
1097
1015 Capital Partners
Pennsylvania
$779 +$839 +3 New
SWP
1098
Strategic Wealth Partners
Ohio
$519 -$11.2K -40 -95%
BIM
1099
Breakwater Investment Management
Washington
$519 – – –
CTB
1100
Country Trust Bank
Illinois
$519 – – –