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Name Holding Trade Value Shares
Change
Change in
Stake
M
1301
MOTCO
Texas
$2.26K – – –
1CP
1302
1015 Capital Partners
Pennsylvania
$2.1K +$2.37K +13 New
PWA
1303
Principia Wealth Advisory
Texas
$1.94K -$364 -2 -14%
BWM
1304
Bullock Wealth Management
Indiana
$1.62K – – –
ACA
1305
American Capital Advisory
Idaho
$1.61K +$364 +2 +25%
BCH
1306
Berkshire Capital Holdings
California
$1.61K – – –
EWM
1307
Evolution Wealth Management
Florida
$1.61K +$1.82K +10 New
KFG
1308
Kingdom Financial Group
Arizona
$1.46K +$1.64K +9 New
GWS
1309
Greykasell Wealth Strategies
California
$1.46K – – –
STB
1310
S&T Bank
Pennsylvania
$1.45K -$7.65K -42 -82%
MEG
1311
Millstone Evans Group
Colorado
$1.45K – – –
IBOK
1312
Independence Bank of Kentucky
Kentucky
$1.45K +$1.64K +9 New
FP
1313
Financial Perspectives
Minnesota
$1.13K – – –
TCOV
1314
Trust Company of Vermont
Vermont
$1.13K – – –
MWM
1315
Mascoma Wealth Management
New Hampshire
$1.13K +$1.27K +7 New
OAJ
1316
Ogorek Anthony Joseph
New York
$1K -$1.46K -8 -44%
CA
1317
Crewe Advisors
Utah
$968 +$1.09K +6 New
IPS
1318
Investors Portfolio Services
Washington
$892 +$1.09K +6 New
PK
1319
Pflug Koory
Nebraska
$815 – – –
RWS
1320
Retirement Wealth Solutions
Wisconsin
$807 -$2K -11 -69%
DRP
1321
Decker Retirement Planning
Utah
$807 – – –
AWA
1322
Acumen Wealth Advisors
Tennessee
$807 +$911 +5 New
FFA
1323
Frazier Financial Advisors
Ohio
$647 – – –
FC
1324
Financial Consulate
Maryland
$646 +$729 +4 New
PWAM
1325
Private Wealth Asset Management
Iowa
$645 – – –