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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
901
Hantz Financial Services
Michigan
$5K +$4.92K +40 New
CPG
902
Cornerstone Planning Group
New Jersey
$4.97K -$2.34K -19 -31%
GA
903
GoalVest Advisory
New York
$4.82K – – –
PPC
904
Park Place Capital
Alabama
$4.82K – – –
CIAS
905
CBIZ Investment Advisory Services
Ohio
$4.71K – – –
FCA
906
FinTrust Capital Advisors
South Carolina
$4.59K – – –
HPC
907
HM Payson & Co
Maine
$4.37K +$4.67K +38 New
QC
908
Quent Capital
New York
$4.13K -$13K -106 -75%
BONH
909
Bank of New Hampshire
New Hampshire
$4.02K – – –
WT
910
Whittier Trust
California
$4.02K -$17K -138 -80%
HGERS
911
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
MSG
912
Main Street Group
Virginia
$3.68K – – –
SIS
913
Sound Income Strategies
Florida
$3.68K – – –
APM
914
a16z Perennial Management
California
$3.22K – – –
CFO
915
CVA Family Office
Colorado
$3.22K +$1.72K +14 +100%
SC
916
Stephens Consulting
Michigan
$3.1K – – –
HBW
917
Hazlett, Burt & Watson
West Virginia
$3K – – –
KFP
918
Keener Financial Planning
Texas
$3K – – –
AWM
919
Atticus Wealth Management
Florida
$2.99K – – –
WAS
920
Winch Advisory Services
Wisconsin
$2.99K -$4.92K -40 -61%
AWM
921
Activest Wealth Management
Florida
$2.87K – – –
MIM
922
Macroview Investment Management
Maryland
$2.87K – – –
FDCP
923
Foster Dykema Cabot & Partners
Massachusetts
$2.87K +$3.07K +25 New
BAM
924
Bellevue Asset Management
Washington
$2.87K – – –
MCM
925
MV Capital Management
Maryland
$2.64K +$2.58K +21 +1,050%