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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
1526
TS Financial Group (TSFG)
Illinois
$3K +$2.96K +37 New
FLFS
1527
Family Legacy Financial Solutions
North Carolina
$2.78K +$80 +1 +3%
TCA
1528
Trifecta Capital Advisors
Illinois
$2.72K – – –
TIM
1529
Tortoise Investment Management
New York
$2.72K +$560 +7 +27%
APM
1530
Advanced Portfolio Management
New York
$2.47K +$2.4K +30 New
DIP
1531
DT Investment Partners
Pennsylvania
$2.39K – – –
CFP
1532
Comprehensive Financial Planning
Pennsylvania
$2.31K – – –
VWA
1533
Valued Wealth Advisors
Utah
$2.31K – – –
NSG
1534
Nalls Sherbakoff Group
Tennessee
$2.1K +$80 +1 +4%
GWSA
1535
Global Wealth Strategies & Associates
Colorado
$2.06K +$2K +25 New
AWM
1536
Activest Wealth Management
Florida
$1.98K +$720 +9 +60%
CWM
1537
Copia Wealth Management
Oregon
$1.89K – – –
AP
1538
Aspect Partners
Virginia
$1.65K – – –
HIA
1539
HFM Investment Advisors
New Jersey
$1.65K – – –
IRC
1540
Investors Research Corp
Georgia
$1.65K – – –
WestEnd Advisors
1541
WestEnd Advisors
North Carolina
$1.65K +$160 +2 +11%
FC
1542
Financial Consulate
Maryland
$1.48K +$1.44K +18 New
WW
1543
Winnow Wealth
Texas
$1.33K -$10.7K -134 -89%
CJ
1544
Caitlin John
Michigan
$1.19K +$1.12K +14 New
ACA
1545
American Capital Advisory
Idaho
$1.15K – – –
NSIM
1546
North Star Investment Management
Illinois
$1.15K +$480 +6 +75%
FIA
1547
FNY Investment Advisers
New York
$1K +$1.12K +14 New
RF
1548
Robinswood Financial
Washington
$846 – – –
MSWM
1549
Mowery & Schoenfeld Wealth Management
Illinois
$824 – – –
TPBG
1550
Turning Point Benefit Group
Maryland
$745 +$720 +9 New