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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
401
Spectrum Management Group
Indiana
$18K +$20.2K +175 New
S
402
Surevest
California
$18K +$20.2K +175 New
SIS
403
Sound Income Strategies
Florida
$18K +$20.4K +177 New
CTC
404
Central Trust Company
Missouri
$18K +$20.5K +178 New
MAWCM
405
Mine & Arao Wealth Creation & Management
California
$17K +$18.4K +160 New
ZIG
406
Zullo Investment Group
Pennsylvania
$17K +$18.4K +160 New
BAM
407
Barrett Asset Management
New York
$16K +$17.3K +150 New
CA
408
Crewe Advisors
Utah
$16K +$17.3K +150 New
TFGT
409
TS Financial Group (TSFG)
Illinois
$16K +$17.3K +150 New
BC
410
Burleson & Co
California
$16K +$17.9K +155 New
IWP
411
IAG Wealth Partners
Wisconsin
$16K +$18.1K +157 New
KFS
412
Kelly Financial Services
Massachusetts
$15.6K +$17.3K +150 New
AIP
413
Ahrens Investment Partners
Louisiana
$15K +$16.1K +140 New
EWA
414
EverSource Wealth Advisors
Alabama
$15K +$16.7K +145 New
FWM
415
Focused Wealth Management
New York
$13K +$14.4K +125 New
FA
416
Fortis Advisors
Pennsylvania
$13K +$14.4K +125 New
ARMC
417
American Research & Management Company
Massachusetts
$12K +$13.1K +114 New
BWM
418
Baystate Wealth Management
Massachusetts
$12K +$13.3K +115 New
AWM
419
Accel Wealth Management
Iowa
$12K +$13.6K +118 New
PCM
420
Penserra Capital Management
California
$12K +$13.8K +120 New
TCWM
421
Total Clarity Wealth Management
Illinois
$12K +$13.8K +120 New
FP
422
Financial Perspectives
Minnesota
$10.6K +$11.8K +102 New
CWP
423
Concord Wealth Partners
Virginia
$10K +$10.6K +92 New
AIM
424
AHL Investment Management
Florida
$10K +$11.5K +100 New
AWA
425
Amplius Wealth Advisors
Pennsylvania
$10K +$11.5K +100 New