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Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
1176
Prudent Man Investment Management
Colorado
$920
ANBT
1177
American National Bank & Trust
Texas
$880 +$938 +7 New
PWA
1178
Physician Wealth Advisors
Utah
$837 +$268 +2 +40%
RWM
1179
Raffa Wealth Management
District of Columbia
$836
CIAS
1180
CBIZ Investment Advisory Services
Ohio
$836 +$938 +7 New
RF
1181
Roxbury Financial
New Jersey
$833
LWANC
1182
Laurel Wealth Advisors (North Carolina)
North Carolina
$598
RWM
1183
Rialto Wealth Management
New York
$598 +$402 +3 +150%
AT
1184
Arlington Trust
Alabama
$597
DCBT
1185
Dakota Community Bank & Trust
North Dakota
$597
PMFA
1186
Plante Moran Financial Advisors
Michigan
$597
T
1187
Transce3nd
Texas
$597
CAWM
1188
Capital A Wealth Management
Pennsylvania
$597 +$134 +1 +25%
HFS
1189
Horizon Financial Services
North Carolina
$597 +$670 +5 New
PPWM
1190
PFG Private Wealth Management
Florida
$597 +$670 +5 New
MSWA
1191
Marshall & Sterling Wealth Advisors
New York
$478 +$536 +4 New
M
1192
MOTCO
Texas
$478 +$536 +4 New
NWM
1193
Nova Wealth Management
Florida
$478 +$536 +4 New
RPA
1194
Redwood Park Advisors
California
$359
CIR
1195
Clear Investment Research
Georgia
$358
GA
1196
GoalVest Advisory
New York
$358 +$402 +3 New
PA
1197
Pineridge Advisors
Missouri
$239
BHWM
1198
Bay Harbor Wealth Management
Maryland
$238 +$268 +2 New
GJIA
1199
Glass Jacobson Investment Advisors
Maryland
$132
CW
1200
Curio Wealth
Maryland
$131 +$134 +1 New