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26 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
1426
PK
Pflug Koory
Nebraska
$1.45K $0 1 0% Maintained
1427
GWP
Gen-Wealth Partners
Michigan
$1.41K $0 1 0% Maintained
1428
CA
Crewe Advisors
Utah
$1.39K +$1.03K 3 0% Increased
1429
TFM
TFC Financial Management
Massachusetts
$1.39K +$494 5 0% Increased
1430
QWM
Quaker Wealth Management
New Jersey
$1.39K -$107 4 0% Reduced
1431
BCM
Boreal Capital Management
Florida
$1.39K $0 1 0% Maintained
1432
DAM
Davis Asset Management
California
$1.34K $0 2 0% Maintained
1433
DF
DecisionPoint Financial
Arizona
$1.33K +$987 6 0% Increased
1434
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$1.32K $0 1 0% Maintained
1435
AF
Alerus Financial
North Dakota
$1.29K $0 1 0% Maintained
1436
TC
Trust Company
Kansas
$1.29K $0 3 0% Maintained
1437
CWM
Cranbrook Wealth Management
Michigan
$1.26K $0 2 0% Maintained
1438
SIM
Sims Investment Management
Ohio
$1.26K +$1.09K 1 0% New
1439
TAP
Tounjian Advisory Partners
Florida
$1.17K +$1.39K 1 0% New
1440
DSC
Duncker Streett & Co
Missouri
$1.14K -$13.1K 2 0% Reduced
1441
MP
McDonald Partners
Ohio
$1.1K +$973 1 0% New
1442
BL
BFSG LLC
California
$1.08K $0 1 0% Maintained
1443
T
Tidemark
California
$1.02K +$938 3 0% Increased
1444
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$1K -$3.5K 1 0% Reduced
1445
TCA
Trifecta Capital Advisors
Illinois
$992 +$1.17K 1 0% New
1446
GC
Gould Capital
Washington
$937 $0 1 0% Maintained
1447
CWP
Clark Wealth Partners
Illinois
$887 -$1.9K 1 0% Reduced
1448
DCM
Davis Capital Management
Florida
$879 +$847 4 0% Increased
1449
HIW
Holos Integrated Wealth
Pennsylvania
$874 $0 1 0% Maintained
1450
LAS
Lloyd Advisory Services
Georgia
$828 +$717 1 0% New
56 57
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