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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evermay Wealth Management
Virginia
$9.07K
MCM
227
Manchester Capital Management
Vermont
$8.74K -$417 -56 -4%
AssetMark Inc
228
AssetMark Inc
California
$8.57K +$551 +74 +7%
SIC
229
SJS Investment Consulting
Ohio
$8.28K -$1.22K -163 -13%
W
230
WealthCollab
Washington
$8.01K
AA
231
Ancora Advisors
Ohio
$7.57K +$7.77K +1,043 New
BIA
232
Bell Investment Advisors
California
$7.57K -$17.6K -2,357 -69%
SIC
233
Salem Investment Counselors
North Carolina
$7.41K +$7.6K +1,020 New
UB
234
UMB Bank
Missouri
$7.28K
GG
235
Gleason Group
Kentucky
$7.24K -$22 -3 -0.3%
ASN
236
Advisory Services Network
Georgia
$7.09K +$7.28K +977 New
PFA
237
Pillar Financial Advisors
Kentucky
$6.75K
OCWP
238
Owl Creek Wealth Partners
Colorado
$6.41K +$6.58K +883 New
FC
239
Financial Consulate
Maryland
$6.07K +$1.57K +211 +34%
PS
240
Pinney & Scofield
Massachusetts
$5.18K
SIS
241
Sound Income Strategies
Florida
$5K
CPG
242
Cornerstone Planning Group
New Jersey
$4.49K
CFM
243
Cornerstone Financial Management
Massachusetts
$4.09K +$1.78K +239 +74%
TPWA
244
Twin Peaks Wealth Advisors
California
$4.07K +$4.17K +560 New
GSWM
245
Golden State Wealth Management
California
$4.06K
CBT
246
Crews Bank & Trust
Florida
$4.05K +$4.16K +558 New
OWP
247
ORG Wealth Partners
Texas
$3.81K +$335 +45 +9%
MIM
248
MTM Investment Management
South Carolina
$3.64K
CT
249
Caldwell Trust
Florida
$3.4K
JWA
250
JFS Wealth Advisors
Pennsylvania
$3.24K -$879 -118 -21%