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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1101
Cornerstone Financial Management
Massachusetts
$2.45K +$2.59K +18 New
KSB
1102
Kennebec Savings Bank
Maine
$2.18K – – –
CFG
1103
Clayton Financial Group
Missouri
$2.18K +$2.3K +16 New
LB
1104
Legacy Bridge
Iowa
$2.18K +$2.3K +16 New
TFA
1105
Transamerica Financial Advisors
Florida
$2.05K -$863 -6 -29%
PCM
1106
Penserra Capital Management
California
$2K – – –
WCM
1107
Winthrop Capital Management
Indiana
$2K – – –
CWP
1108
Clark Wealth Partners
Illinois
$1.63K – – –
RCM
1109
Richardson Capital Management
Wisconsin
$1.5K +$1.58K +11 New
TBFA
1110
Three Bearings Fiduciary Advisors
New Hampshire
$1.38K +$1.44K +10 New
CIAS
1111
CBIZ Investment Advisory Services
Ohio
$1.36K – – –
NRWA
1112
North Ridge Wealth Advisors
Oregon
$1.36K – – –
FAMI
1113
Fideuram Asset Management (Ireland)
$1.36K +$1.58K +11 New
CSC
1114
Caldwell Sutter Capital
California
$1.23K -$2.01K -14 -61%
WWA
1115
Wealth Watch Advisors
Colorado
$1.23K -$719 -5 -36%
AWM
1116
Activest Wealth Management
Florida
$1.09K -$431 -3 -27%
HIA
1117
HFM Investment Advisors
New Jersey
$954 – – –
1CP
1118
1015 Capital Partners
Pennsylvania
$953 +$1.01K +7 New
HFS
1119
Hughes Financial Services
Virginia
$817 +$144 +1 +20%
IPS
1120
Investors Portfolio Services
Washington
$705 +$719 +5 New
WW
1121
Winnow Wealth
Texas
$685 – – –
PWA
1122
Principia Wealth Advisory
Texas
$681 – – –
BIM
1123
Breakwater Investment Management
Washington
$545 – – –
FC
1124
Financial Consulate
Maryland
$545 – – –
QWM
1125
Quaker Wealth Management
New Jersey
$545 – – –