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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1701
Winch Advisory Services
Wisconsin
$16.4K +$113 +1 +0.7%
Heritage Wealth Advisors
1702
Heritage Wealth Advisors
Virginia
$16.4K -$172K -1,525 -92%
MV Capital Management
1703
MV Capital Management
Maryland
$15.9K +$3.16K +28 +27%
MWM
1704
Magnolia Wealth Management
Alabama
$15.8K +$14.7K +130 New
CFM
1705
Cornerstone Financial Management
Massachusetts
$15.5K +$2.03K +18 +16%
PWS
1706
Peterson Wealth Services
Utah
$15.4K – – –
Hollencrest Capital Management
1707
Hollencrest Capital Management
California
$15.2K -$11.6K -103 -45%
RJA
1708
Ross\Johnson & Associates
Minnesota
$15.2K -$676 -6 -5%
HAP
1709
Harbor Asset Planning
Massachusetts
$15.1K – – –
CWP
1710
Clark Wealth Partners
Illinois
$15K +$113 +1 +0.8%
Park Place Capital
1711
Park Place Capital
Alabama
$14.7K -$903K -8,012 -99%
FDW
1712
Fourth Dimension Wealth
Ohio
$14.1K -$1.24K -11 -9%
PWM
1713
Proathlete Wealth Management
Florida
$13.9K – – –
Glen Eagle Advisors
1714
Glen Eagle Advisors
New Jersey
$13.8K – – –
IW
1715
Imprint Wealth
South Carolina
$13.8K – – –
FFA
1716
Frazier Financial Advisors
Ohio
$13.7K +$4.51K +40 +55%
PB
1717
Prosperity Bancshares
Texas
$13.7K +$7.44K +66 +140%
APW
1718
Acima Private Wealth
Virginia
$13.6K – – –
MAS
1719
MPWM Advisory Solutions
Georgia
$13.6K – – –
APW
1720
Aventura Private Wealth
Florida
$13.4K +$113 +1 +0.9%
FFL
1721
Financial Freedom LLC
Ohio
$13.2K – – –
MWPCG
1722
Measured Wealth Private Client Group
New Hampshire
$13.1K – – –
NWM
1723
Nova Wealth Management
Florida
$13.1K – – –
TCM
1724
Tradewinds Capital Management
Washington
$13.1K – – –
Raffa Wealth Management
1725
Raffa Wealth Management
District of Columbia
$13K +$564 +5 +5%