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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Consultiva Wealth Management
Puerto Rico
$11.5K – – –
BWL
827
Bogart Wealth LLC
Virginia
$11.3K -$3.54K -35 -21%
MCM
828
Manchester Capital Management
Vermont
$11.1K – – –
PB
829
Pinnacle Bancorp
Nebraska
$11K -$303 -3 -2%
CSB
830
City State Bank
Iowa
$11K – – –
VF
831
VitalStone Financial
Texas
$11K +$12.6K +125 New
ZIG
832
Zullo Investment Group
Pennsylvania
$10.7K -$5.55K -55 -31%
MIM
833
Macroview Investment Management
Maryland
$10.7K – – –
AW
834
Avion Wealth
Texas
$10K – – –
ZB
835
Zions Bancorporation
Utah
$9.75K +$7.37K +73 +178%
OIA
836
Optimum Investment Advisors
Illinois
$9.66K – – –
LFA
837
Level Financial Advisors
New York
$9K – – –
AAP
838
Arax Advisory Partners
Colorado
$8.81K +$202 +2 +2%
HWA
839
Heritage Wealth Advisors
Virginia
$8.55K -$60.6K -600 -86%
LWCFA
840
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.55K -$5.05K -50 -33%
AA
841
Addison Advisors
Vermont
$8.55K -$2.52K -25 -20%
AIM
842
Anchor Investment Management
South Carolina
$8.55K -$1.92K -19 -16%
AP
843
Atwood & Palmer
Missouri
$8.55K – – –
CT
844
Caldwell Trust
Florida
$8.55K – – –
LFA
845
Legend Financial Advisors
Pennsylvania
$8.55K – – –
SN
846
Sittner & Nelson
Oregon
$8.55K – – –
BBPWM
847
Blue Bell Private Wealth Management
Pennsylvania
$8.38K -$202 -2 -2%
PP
848
Pacifica Partners
Canada
$8.27K – – –
CYG
849
Clean Yield Group
Vermont
$8.21K – – –
ME
850
McIlrath & Eck
Washington
$8.04K – – –
32 33
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35 36