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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
576
Armstrong Advisory Group
Massachusetts
$2.89K – – –
USB
577
Union Savings Bank
Connecticut
$2.68K – – –
APW
578
Aventura Private Wealth
Florida
$2.62K – – –
SWM
579
SHP Wealth Management
Massachusetts
$2.42K -$981 -14 -28%
JWM
580
JPL Wealth Management
Colorado
$2.21K +$2.31K +33 New
BWAM
581
Boyd Watterson Asset Management
Ohio
$2.15K – – –
PWM
582
Proathlete Wealth Management
Florida
$2.15K – – –
GFL
583
Granite FO LLC
New Hampshire
$2.08K – – –
FDW
584
Fourth Dimension Wealth
Ohio
$2.01K +$2.1K +30 New
PCM
585
Penserra Capital Management
California
$2K – – –
SWA
586
Strategic Wealth Advisors
Arizona
$2K – – –
TFGT
587
TS Financial Group (TSFG)
Illinois
$2K – – –
PF
588
PlanVest Financial
Maryland
$1.95K – – –
HNW
589
High Note Wealth
Minnesota
$1.88K – – –
HIA
590
Harbor Investment Advisory
Maryland
$1.81K – – –
FIM
591
FWL Investment Management
Texas
$1.81K +$1.89K +27 New
BFPW
592
BOK Financial Private Wealth
Colorado
$1.75K +$1.82K +26 New
CT
593
Coastline Trust
Rhode Island
$1.68K – – –
PCFFS
594
Pacific Center for Financial Services
California
$1.61K – – –
PWA
595
Principia Wealth Advisory
Texas
$1.61K -$1.05K -15 -38%
EWM
596
Evolution Wealth Management
Florida
$1.61K +$1.68K +24 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$1.61K +$1.68K +24 New
ACA
598
American Capital Advisory
Idaho
$1.54K -$1.19K -17 -43%
CT
599
Colonial Trust
South Carolina
$1.54K – – –
3FI
600
3 Factor Indexing
California
$1.34K – – –