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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$799 – – –
PCMC
602
Planning Capital Management Corporation
Pennsylvania
$776 – – –
PFA
603
Pathway Financial Advisers
Indiana
$750 – – –
FGA
604
Fortis Group Advisors
New Jersey
$660 -$808 -17 -50%
TSWM
605
Tyler-Stone Wealth Management
Ohio
$639 -$3.19K -67 -80%
CSWM
606
Cassady Schiller Wealth Management
Ohio
$582 – – –
WWM
607
Wolff Wiese Magana
California
$582 – – –
HWM
608
Horizons Wealth Management
North Carolina
$520 – – –
TWD
609
True Wealth Design
Ohio
$517 +$238 +5 +63%
FCA
610
FinTrust Capital Advisors
South Carolina
$458 – – –
MRCM
611
M&R Capital Management
New Jersey
$388 – – –
PBK
612
Peoples Bank (Kansas)
Kansas
$388 – – –
RAM
613
Riggs Asset Management
Pennsylvania
$388 – – –
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388 +$476 +10 New
PIS
615
POM Investment Strategies
North Carolina
$388 +$476 +10 New
MHR
616
Matthew Hamilton Rosenberg
$383 +$476 +10 New
ZB
617
Zions Bancorporation
Utah
$353 -$951 -20 -69%
Gradient Investments
618
Gradient Investments
Minnesota
$310 -$12.6K -265 -97%
Avior Wealth Management
619
Avior Wealth Management
Nebraska
$263 +$333 +7 New
AFIA
620
America First Investment Advisors
Nebraska
$155 +$190 +4 New
T
621
Tidemark
California
$140 – – –
RF
622
Robinswood Financial
Washington
$76 – – –
IRC
623
Investors Research Corp
Georgia
$66 +$95 +2 New
FFWM
624
Future Financial Wealth Management
Ohio
$39 +$48 +1 New
CPG
625
Cornerstone Planning Group
New Jersey
$35 – – –