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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1026
FSA Wealth Management
Massachusetts
$1.02K – – –
SWIM
1027
Smallwood Wealth Investment Management
New Jersey
$1.01K – – –
WW
1028
Winnow Wealth
Texas
$1K +$987 +5 New
HAP
1029
Harbor Asset Planning
Massachusetts
$1K – – –
ACA
1030
American Capital Advisory
Idaho
$1K -$395 -2 -29%
QWM
1031
Quaker Wealth Management
New Jersey
$1K – – –
RWS
1032
Retirement Wealth Solutions
Wisconsin
$1K +$987 +5 New
CMA
1033
Cedar Mountain Advisors
Oregon
$1K – – –
CB
1034
CNB Bank
Pennsylvania
$1K – – –
FGA
1035
Fortis Group Advisors
New Jersey
$1K – – –
SRCM
1036
Signature Resources Capital Management
California
$1K – – –
FCAS
1037
First Command Advisory Services
Texas
$1K +$197 +1 +25%
GA
1038
Guerra Advisors
Florida
$1K +$987 +5 New
CAL
1039
Capital Advisors Ltd
Ohio
$1K – – –
CAM
1040
Creekmur Asset Management
Illinois
$813 – – –
NEWAS
1041
N.E.W. Advisory Services
Wisconsin
$811 – – –
LI
1042
Louisbourg Investments
New Brunswick, Canada
$802 – – –
PWAM
1043
Private Wealth Asset Management
Iowa
$802 – – –
PC
1044
Promus Capital
Illinois
$802 – – –
TCM
1045
Tradewinds Capital Management
Washington
$802 – – –
DF
1046
DecisionPoint Financial
Arizona
$795 – – –
MFT
1047
Moisand Fitzgerald Tamayo
Florida
$602 – – –
VWA
1048
Valued Wealth Advisors
Utah
$602 – – –
SA
1049
Seneschal Advisors
Washington
$602 +$592 +3 New
BONH
1050
Bank of New Hampshire
New Hampshire
$601 – – –