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Name Holding Trade Value Shares
Change
Change in
Stake
FGA
976
Fortis Group Advisors
New Jersey
$906 – – –
BHWM
977
Bay Harbor Wealth Management
Maryland
$906 +$575 +3 +150%
WW
978
Winnow Wealth
Texas
$887 +$192 +1 +25%
AG
979
AmeriFlex Group
Nevada
$737 +$192 +1 +33%
CAM
980
Creekmur Asset Management
Illinois
$733 – – –
TCM
981
Tradewinds Capital Management
Washington
$726 – – –
WTFG
982
Wood Tarver Financial Group
Idaho
$726 – – –
LI
983
Louisbourg Investments
New Brunswick, Canada
$725 – – –
MAS
984
MPWM Advisory Solutions
Georgia
$725 – – –
PC
985
Promus Capital
Illinois
$725 – – –
RA
986
Ransom Advisory
Rhode Island
$725 +$192 +1 +33%
KWM
987
Kiker Wealth Management
Georgia
$725 +$767 +4 New
PCTC
988
Perkins Coie Trust Company
Washington
$725 +$767 +4 New
PWA
989
Principia Wealth Advisory
Texas
$703 – – –
CSC
990
Caldwell Sutter Capital
California
$546 – – –
AWM
991
Atticus Wealth Management
Florida
$545 – – –
MFT
992
Moisand Fitzgerald Tamayo
Florida
$545 – – –
RDFA
993
Ritter Daniher Financial Advisory
Ohio
$545 – – –
VWA
994
Valued Wealth Advisors
Utah
$545 – – –
HIA
995
HFM Investment Advisors
New Jersey
$545 +$575 +3 New
PGAM
996
Princeton Global Asset Management
New Jersey
$544 -$767 -4 -57%
CWM
997
Centricity Wealth Management
Ohio
$544 -$575 -3 -50%
GWP
998
Gen-Wealth Partners
Michigan
$544 -$192 -1 -25%
BA
999
Bellwether Advisors
Nebraska
$544 – – –
GPFA
1000
Game Plan Financial Advisors
Ohio
$544 – – –