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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1026
Meridian Wealth Partners
Pennsylvania
$8K +$7.51K +71 New
CFFP
1027
Center for Financial Planning
Michigan
$7K
AIC
1028
Ameritas Investment Company
Nebraska
$6.7K +$6.56K +62 New
RIM
1029
Rockbridge Investment Management
New York
$6K
SWM
1030
Sugarloaf Wealth Management
Georgia
$6K
CFD
1031
Creative Financial Designs
Indiana
$6K +$106 +1 +2%
DOA
1032
D'Orazio & Associates
Virginia
$6K +$106 +1 +2%
MS
1033
Mizuho Securities
Japan
$6K +$847 +8 +16%
FHC
1034
First Horizon Corporation
Tennessee
$5K
IFAM
1035
Institutional & Family Asset Management
Colorado
$5K
ASBI
1036
American State Bank (Iowa)
Iowa
$4.33K
GTAM
1037
Global Trust Asset Management
Florida
$4K -$33.3K -315 -90%
SL
1038
Savior LLC
Massachusetts
$4K -$6.67K -63 -66%
BCM
1039
Blume Capital Management
California
$4K
FEG
1040
Financial Enhancement Group
Indiana
$4K
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$4K +$741 +7 +25%
PWA
1042
Phoenix Wealth Advisors
North Carolina
$3K -$9.31K -88 -74%
TF
1043
TimeScale Financial
Massachusetts
$3K
CWAF
1044
Core Wealth Advisors (Florida)
Florida
$3K +$2.65K +25 New
WWMSC
1045
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$3.07K +29 New
FI
1046
FormulaFolio Investments
Michigan
$2K -$290K -2,739 -99%
LWA
1047
Lenox Wealth Advisors
New York
$2K -$2.01K -19 -45%
FMP
1048
Financial Management Professionals
Texas
$2K -$1.27K -12 -46%
LAS
1049
Lloyd Advisory Services
Georgia
$2K
ME
1050
McIlrath & Eck
Washington
$2K