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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
401
Financial Network Wealth Advisors
Utah
$3.94K +$2.81K +80 +205%
CSC
402
Caldwell Sutter Capital
California
$3.78K – – –
IAAG
403
Innovative Asset Advisors Group
Connecticut
$3.71K +$3.94K +112 New
SIC
404
SJS Investment Consulting
Ohio
$3.42K +$211 +6 +6%
RCM
405
Richardson Capital Management
Wisconsin
$3.35K +$3.55K +101 New
EP
406
Essential Partners
California
$3.28K +$3.48K +99 New
SWP
407
Strategic Wealth Partners
Ohio
$3.25K – – –
GFA
408
Godfrey Financial Associates
New York
$3.05K – – –
KG
409
Kilter Group
New York
$3.02K +$1.83K +52 +133%
BHWM
410
Beaird Harris Wealth Management
Texas
$2.98K – – –
AT
411
Arlington Trust
Alabama
$2.95K +$3.13K +89 New
NRG
412
Nemes Rush Group
Michigan
$2.92K -$1.16K -33 -27%
AG
413
AmeriFlex Group
Nevada
$2.92K – – –
SIM
414
Synergy Investment Management
Florida
$2.92K +$3.09K +88 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$2.88K – – –
FCAS
416
First Command Advisory Services
Texas
$2.85K – – –
BLC
417
Brown, Lisle/Cummings
Rhode Island
$2.62K +$1.3K +37 +88%
HWM
418
HighMark Wealth Management
Minnesota
$2.57K – – –
NSIM
419
North Star Investment Management
Illinois
$2.49K -$1.16K -33 -31%
IAS
420
IMA Advisory Services
Colorado
$2.49K -$773 -22 -23%
ADL
421
Asset Dedication LLC
California
$2.19K – – –
PP
422
Pacifica Partners
Canada
$2.09K – – –
LWM
423
Lodestone Wealth Management
Washington
$1.99K – – –
FMP
424
Financial Management Professionals
Texas
$1.92K -$12K -341 -85%
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.86K -$1.97K -56 -50%