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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1001
Cornerstone Planning Group
New Jersey
$1.59K +$1.61K +13 +1,300%
DWM
1002
Dogwood Wealth Management
Kansas
$1.55K +$1.61K +13 New
FWP
1003
Fiduciary Wealth Partners
Massachusetts
$1.43K +$1.49K +12 New
NSG
1004
Nalls Sherbakoff Group
Tennessee
$1.43K +$1.49K +12 New
NRWA
1005
North Ridge Wealth Advisors
Oregon
$1.2K – – –
GWM
1006
Geneos Wealth Management
Colorado
$1.07K – – –
CAM
1007
Chesapeake Asset Management
New York
$1.07K +$496 +4 +80%
HFS
1008
Hantz Financial Services
Michigan
$1K +$744 +6 New
HWP
1009
Highline Wealth Partners
California
$956 – – –
BCM
1010
Blume Capital Management
California
$717 +$744 +6 New
BHWM
1011
Bay Harbor Wealth Management
Maryland
$716 +$744 +6 New
ADL
1012
Asset Dedication LLC
California
$598 -$18.5K -149 -97%
WA
1013
WPG Advisers
Maryland
$597 – – –
BI
1014
Binnacle Investments
Iowa
$597 +$620 +5 New
GP
1015
Greenline Partners
New York
$597 +$620 +5 New
OCM
1016
Osterweis Capital Management
California
$597 +$620 +5 New
WW
1017
Winnow Wealth
Texas
$513 +$248 +2 +67%
PWM
1018
Parkworth Wealth Management
California
$478 – – –
PWA
1019
Principia Wealth Advisory
Texas
$442 -$620 -5 -56%
SWA
1020
SOA Wealth Advisors
New York
$374 – – –
HIA
1021
HFM Investment Advisors
New Jersey
$359 +$372 +3 New
RS
1022
Rakuten Securities
Japan
$358 +$124 +1 +50%
GA
1023
GoalVest Advisory
New York
$358 +$372 +3 New
SIS
1024
Sound Income Strategies
Florida
$358 +$372 +3 New
Q1WB
1025
Quest 10 Wealth Builders
Virginia
$311 +$372 +3 New