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Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
1376
RE Dickinson Investment Advisors
Iowa
$20K
CQS
1377
Credential Qtrade Securities
$20K
SC
1378
Steph & Co
Wisconsin
$19.8K +$20.8K +113 New
OCM
1379
Orion Capital Management
California
$19.4K +$20.5K +111 New
BONH
1380
Bank of New Hampshire
New Hampshire
$19.3K
LFA
1381
Legend Financial Advisors
Pennsylvania
$19.3K
APC
1382
Aspire Private Capital
North Carolina
$19K -$11.4K -62 -36%
CYG
1383
Clean Yield Group
Vermont
$18.4K
CAM
1384
Close Asset Management
United Kingdom
$18K
AWM
1385
AllSquare Wealth Management
New York
$17.5K -$59K -320 -76%
IRC
1386
Investors Research Corp
Georgia
$17.2K +$1.29K +7 +8%
AWM
1387
Abound Wealth Management
Tennessee
$16.3K -$2.58K -14 -13%
LFG
1388
Larson Financial Group
Missouri
$16.3K +$3.13K +17 +22%
AW
1389
Avion Wealth
Texas
$16K +$922 +5 +5%
HWP
1390
Hibernia Wealth Partners
Louisiana
$16K +$16.8K +91 New
CMA
1391
Cedar Mountain Advisors
Oregon
$15.9K
SGC
1392
Slocum, Gordon & Co
Rhode Island
$15.2K
JFA
1393
JNBA Financial Advisors
Minnesota
$14.9K
CSWM
1394
Cassady Schiller Wealth Management
Ohio
$14.7K +$6.64K +36 +75%
RTL
1395
Red Tortoise LLC
Georgia
$13.8K
PWMG
1396
Provence Wealth Management Group
California
$13.3K +$14K +76 New
FCAS
1397
First Command Advisory Services
Texas
$13.1K +$13.8K +75 New
Cohen & Steers
1398
Cohen & Steers
New York
$13K +$4.61K +25 +50%
CTWM
1399
Cherry Tree Wealth Management
Minnesota
$13K
CCP
1400
Carmel Capital Partners
California
$13K +$10.9K +59 +393%