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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1451
PMV Capital Advisers
Texas
$43.4K +$7.57K +40 +18%
NEWAS
1452
N.E.W. Advisory Services
Wisconsin
$42.3K +$7.57K +40 +19%
C
1453
Covestor
United Kingdom
$42K -$6.25K -33 -12%
AAG
1454
Armstrong Advisory Group
Massachusetts
$41.9K – – –
MWA
1455
Medallion Wealth Advisors
Connecticut
$41.9K – – –
SVWA
1456
Sarver Vrooman Wealth Advisors
Missouri
$41.8K -$1.14K -6 -2%
CFFP
1457
Center for Financial Planning
Michigan
$41.8K – – –
MWM
1458
Mosley Wealth Management
California
$41.7K +$41.5K +219 +755%
BAM
1459
Byrne Asset Management
New Jersey
$41.3K – – –
LC
1460
Lavaca Capital
Texas
$40.1K – – –
BWS
1461
Buck Wealth Strategies
Colorado
$39.7K +$44.9K +237 New
BHWM
1462
Bay Harbor Wealth Management
Maryland
$38.2K -$68.7K -363 -61%
CFM
1463
Compass Financial Management
Florida
$37.2K +$42K +222 New
AF
1464
Advisornet Financial
Minnesota
$36.4K -$19.5K -103 -32%
FHC
1465
First Horizon Corporation
Tennessee
$36.1K +$3.22K +17 +9%
ABWM
1466
Alpine Bank Wealth Management
Colorado
$35.9K +$40.5K +214 New
VFM
1467
Vision Financial Markets
Connecticut
$35.8K +$379 +2 +1%
VWA
1468
Valued Wealth Advisors
Utah
$35.4K -$4.17K -22 -9%
FFO
1469
Fortitude Family Office
Arizona
$35.4K -$12.5K -66 -24%
JFA
1470
JNBA Financial Advisors
Minnesota
$34.4K – – –
TCM
1471
Tradewinds Capital Management
Washington
$34K -$568 -3 -1%
MS
1472
Monetary Solutions
Ohio
$33.5K – – –
QPBE
1473
Quintet Private Bank (Europe)
Luxembourg
$33.5K – – –
WT
1474
WHI Trust
Illinois
$33.5K – – –
CI
1475
Capital Innovations
Wisconsin
$33K +$36.7K +194 New