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Name Holding Trade Value Shares
Change
Change in
Stake
GA
901
GoalVest Advisory
New York
$4.82K
PPC
902
Park Place Capital
Alabama
$4.82K
CIAS
903
CBIZ Investment Advisory Services
Ohio
$4.71K
IAIM
904
International Assets Investment Management
Florida
$4.62K +$64.8M +526,608 +12,318%
FCA
905
FinTrust Capital Advisors
South Carolina
$4.59K
HPC
906
HM Payson & Co
Maine
$4.37K +$4.67K +38 New
QC
907
Quent Capital
New York
$4.13K -$13K -106 -75%
BONH
908
Bank of New Hampshire
New Hampshire
$4.02K
WT
909
Whittier Trust
California
$4.02K -$17K -138 -80%
HGERS
910
Householder Group Estate & Retirement Specialist
Arizona
$4K
MSG
911
Main Street Group
Virginia
$3.68K
SIS
912
Sound Income Strategies
Florida
$3.68K
APM
913
a16z Perennial Management
California
$3.22K
CFO
914
CVA Family Office
Colorado
$3.22K +$1.72K +14 +100%
SC
915
Stephens Consulting
Michigan
$3.1K
HBW
916
Hazlett, Burt & Watson
West Virginia
$3K
KFP
917
Keener Financial Planning
Texas
$3K
AWM
918
Atticus Wealth Management
Florida
$2.99K
WAS
919
Winch Advisory Services
Wisconsin
$2.99K -$4.92K -40 -61%
AWM
920
Activest Wealth Management
Florida
$2.87K
MIM
921
Macroview Investment Management
Maryland
$2.87K
FDCP
922
Foster Dykema Cabot & Partners
Massachusetts
$2.87K +$3.07K +25 New
BAM
923
Bellevue Asset Management
Washington
$2.87K
MCM
924
MV Capital Management
Maryland
$2.64K +$2.58K +21 +1,050%
OWP
925
ORG Wealth Partners
Texas
$2.64K +$2.83K +23 New