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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
676
SJS Investment Consulting
Ohio
$923 +$35 +2 +5%
SIC
677
Salem Investment Counselors
North Carolina
$923 +$814 +46 New
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$863 +$53 +3 +8%
CTC
679
Central Trust Company
Missouri
$783 +$71 +4 +11%
BWP
680
Baldwin Wealth Partners
Massachusetts
$762 +$672 +38 New
AA
681
Addison Advisors
Vermont
$723 – – –
A
682
AlphaQuest
New York
$682 -$49.7K -2,807 -99%
TCG
683
Transcendent Capital Group
Oklahoma
$642 – – –
LIS
684
Legacy Investment Solutions
Idaho
$627 +$814 +46 New
LWMI
685
Legacy Wealth Management (Idaho)
Idaho
$627 +$814 +46 New
CIAS
686
CBIZ Investment Advisory Services
Ohio
$621 +$548 +31 New
TWD
687
True Wealth Design
Ohio
$602 +$88 +5 +20%
AWM
688
Avior Wealth Management
Nebraska
$601 +$531 +30 New
OC
689
Oakworth Capital
Alabama
$562 +$495 +28 New
RWM
690
Raffa Wealth Management
District of Columbia
$522 – – –
FPFS
691
First Personal Financial Services
North Carolina
$482 +$425 +24 New
VAMG
692
Voisard Asset Management Group
Michigan
$462 +$407 +23 New
FFC
693
First Financial Corp
Indiana
$461 – – –
KFI
694
Key Financial Inc
Pennsylvania
$421 +$371 +21 New
PCWA
695
Pacific Capital Wealth Advisors
California
$401 +$354 +20 New
HFS
696
Horizon Financial Services
North Carolina
$341 – – –
RI
697
Ridgewood Investments
New Jersey
$281 – – –
AFS
698
Annapolis Financial Services
Maryland
$207 +$177 +10 New
WA
699
WestEnd Advisors
North Carolina
$201 +$18 +1 +11%
WBC
700
West Branch Capital
Massachusetts
$201 +$177 +10 New