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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1576
Planning Strategies
Pennsylvania
$5.37K +$6.06K +32 New
PMFA
1577
Plante Moran Financial Advisors
Michigan
$5.2K -$36K -190 -86%
PAG
1578
Paladin Advisory Group
Iowa
$5.2K
ACA
1579
American Capital Advisory
Idaho
$5.2K +$2.46K +13 +72%
LF
1580
LifeSteps Financial
California
$5.2K +$5.87K +31 New
CFSG
1581
Community Financial Services Group
Vermont
$5.19K +$5.68K +30 New
CI
1582
Clal Insurance
Israel
$5K -$568 -3 -10%
IW
1583
Imprint Wealth
South Carolina
$4.86K -$2.65K -14 -33%
B
1584
Bayban
Minnesota
$4.7K
FDW
1585
Fourth Dimension Wealth
Ohio
$4.7K +$5.3K +28 New
SIC
1586
Salem Investment Counselors
North Carolina
$4.53K
AEPWM
1587
Atlantic Edge Private Wealth Management
Florida
$4.36K
IA
1588
IFS Advisors
Kansas
$4.36K
CAM
1589
Chesapeake Asset Management
New York
$4.36K +$4.92K +26 New
1IA
1590
1620 Investment Advisors
Massachusetts
$4.19K
FW
1591
Fairway Wealth
Ohio
$4.19K
SFCL
1592
Strengthening Families & Communities LLC
Massachusetts
$4.08K +$947 +5 +26%
BFS
1593
Beacon Financial Strategies
North Carolina
$3.86K
CWM
1594
Cranbrook Wealth Management
Michigan
$3.69K
PWS
1595
Peterson Wealth Services
Utah
$3.69K +$4.17K +22 New
BA
1596
Bard Associates
Illinois
$3.52K +$3.98K +21 New
UCB
1597
United Community Bank
South Carolina
$3.52K -$7.2K -38 -64%
DF
1598
Downshift Financial
Colorado
$3.52K +$3.98K +21 New
UFPG
1599
United Financial Planning Group
New York
$3.35K
BONH
1600
Bank of New Hampshire
New Hampshire
$3.35K +$3.79K +20 New