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13 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
976
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$17.2K $0 2 0% Maintained
977
Montag & Associates
Montag & Associates
Georgia
$17.2K $0 1 0% Maintained
978
TC
Tacita Capital
Ontario, Canada
$16.3K $0 1 0.01% Maintained
979
SFAM
Sawyer Falduto Asset Management
Illinois
$16.2K $0 1 0.01% Maintained
980
ECA
Elevated Capital Advisors
Utah
$15.8K $0 1 0% Maintained
981
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$15K +$11.2K 1 0% New
982
SIC
SJS Investment Consulting
Ohio
$14.4K +$1.92K 5 0% Increased
983
S
Sachetta
Massachusetts
$14.4K +$458 1 0.01% Increased
984
PWMG
Prestige Wealth Management Group
New Jersey
$14K $0 2 0% Maintained
985
JFG
JDM Financial Group
Texas
$13.6K $0 1 0% Maintained
986
HM Payson & Co
HM Payson & Co
Maine
$13.3K $0 1 0% Maintained
987
LF
LifeSteps Financial
California
$13.1K +$8.81K 2 0.01% New
988
AW
Avion Wealth
Texas
$13K -$34.8K 3 0% Reduced
989
BWM
Bullock Wealth Management
Indiana
$12.8K -$1.06K 1 0.01% Reduced
990
BGAI
Bruce G. Allen Investments
Colorado
$12.4K -$4.13K 2 0.01% Reduced
991
GSWM
Golden State Wealth Management
California
$12.4K $0 1 0% Maintained
992
IFG Advisory
IFG Advisory
Georgia
$12.2K +$9.8K 1 0% New
993
AP
Aspect Partners
Virginia
$12.1K -$2.55K 1 0% Reduced
994
JWM
JPL Wealth Management
Colorado
$11.7K +$563 3 0% Increased
995
PTC
Private Trust Company
Ohio
$11.6K +$1.74K 3 0% Increased
996
FHC
First Horizon Corporation
Tennessee
$11.2K +$8.12K 2 0% Increased
997
EWP
Elevation Wealth Partners
California
$11.2K +$4.12K 1 0% Increased
998
CIA
Cape Investment Advisory
Georgia
$11.2K +$6.85K 1 0% New
999
AF
Advisornet Financial
Minnesota
$10.8K +$131 2 0% Increased
1000
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$10.4K -$217 4 0% Reduced