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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Chilton Capital Management
Texas
$2.9K +$2.73K +29 New
HIA
627
Harbor Investment Advisory
Maryland
$2.7K -$2.73K -29 -52%
HCM
628
Hollencrest Capital Management
California
$2.6K
Nisa Investment Advisors
629
Nisa Investment Advisors
Missouri
$2.6K
CT
630
Coastline Trust
Rhode Island
$2.5K +$2.35K +25 New
PCFFS
631
Pacific Center for Financial Services
California
$2.4K
CFO
632
CVA Family Office
Colorado
$2.2K +$1.03K +11 +100%
CFFP
633
Center for Financial Planning
Michigan
$2K -$2.35K -25 -56%
PSB
634
Piscataqua Savings Bank
New Hampshire
$2K
TWD
635
True Wealth Design
Ohio
$1.9K
AFG
636
Albion Financial Group
Utah
$1.8K
KB
637
Kimelman & Baird
New York
$1.8K
QC
638
Quent Capital
New York
$1.7K
GJIA
639
Glass Jacobson Investment Advisors
Maryland
$1.5K
SFCL
640
Strengthening Families & Communities LLC
Massachusetts
$1.3K
BLC
641
Brown, Lisle/Cummings
Rhode Island
$1.3K +$1.22K +13 New
CPA
642
Clear Point Advisors
New York
$1.2K
NMG
643
New Millennium Group
Utah
$1.2K
RF
644
Robinswood Financial
Washington
$1.2K +$1.13K +12 New
SWM
645
Sugarloaf Wealth Management
Georgia
$1.11K -$1.41K -15 -58%
MFG
646
Mendota Financial Group
Wisconsin
$1.1K +$376 +4 +57%
JFG
647
JDM Financial Group
Texas
$1K +$940 +10 New
PIS
648
POM Investment Strategies
North Carolina
$700 -$1.88K -20 -74%
VWM
649
Valley Wealth Managers
New Jersey
$700 +$658 +7 New
AWM
650
Abound Wealth Management
Tennessee
$601 +$94 +1 +20%