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