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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1901
Intesa Sanpaolo Wealth Management
$7.58K -$33.2K -140 -79%
AIS
1902
Advocate Investing Services
Maryland
$7.38K – – –
IRAG
1903
Investment Research & Advisory Group
Georgia
$7.18K -$36.2K -153 -81%
ICM
1904
Islay Capital Management
Texas
$7.18K -$9.48K -40 -53%
STB
1905
S&T Bank
Pennsylvania
$7.18K -$7.11K -30 -46%
CIAS
1906
CBIZ Investment Advisory Services
Ohio
$7.05K – – –
MNA
1907
Manning & Napier Advisors
New York
$6.81K +$7.11K +30 +1,000%
BWM
1908
Bernard Wealth Management
Michigan
$6.77K – – –
BFS
1909
Bare Financial Services
Pennsylvania
$6.77K +$5.21K +22 +200%
AI
1910
Atomic Invest
New York
$6.75K -$2.13K -9 -21%
SIM
1911
Synergy Investment Management
Florida
$6.47K +$1.9K +8 +42%
FMP
1912
Financial Management Professionals
Texas
$6.36K +$4.97K +21 +210%
MIM
1913
MTM Investment Management
South Carolina
$6.15K -$40.3K -170 -85%
BGA
1914
Battery Global Advisors
Massachusetts
$6.15K – – –
CYG
1915
Clean Yield Group
Vermont
$6.15K – – –
UFPG
1916
United Financial Planning Group
New York
$5.95K – – –
HC
1917
Hara Capital
Washington
$5.74K – – –
VERPA
1918
Virginia Estate & Retirement Planning Advisors
Virginia
$5.74K – – –
LWM
1919
Lodestone Wealth Management
Washington
$5.54K – – –
BF
1920
Brooklyn FI
New York
$5.46K +$5.92K +25 New
PWA
1921
Principia Wealth Advisory
Texas
$5.33K – – –
DRP
1922
Decker Retirement Planning
Utah
$5.33K +$6.16K +26 New
CFSG
1923
Community Financial Services Group
Vermont
$5.28K -$8.53K -36 -59%
CWM
1924
Cranbrook Wealth Management
Michigan
$5.13K – – –
GCM
1925
Gables Capital Management
Florida
$5.13K – – –