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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
626
Center for Financial Planning
Michigan
$1.7K – – –
RFA
627
Reyes Financial Architecture
California
$1.7K +$1.8K +20 New
VWM
628
Vermillion Wealth Management
Minnesota
$1.7K +$1.8K +20 New
PSB
629
Piscataqua Savings Bank
New Hampshire
$1.7K – – –
EPAM
630
Evelyn Partners Asset Management
$1.7K +$1.8K +20 New
MWM
631
Mascoma Wealth Management
New Hampshire
$1.61K +$1.71K +19 New
AG
632
AmeriFlex Group
Nevada
$1.57K +$1.53K +17 New
KB
633
Kimelman & Baird
New York
$1.53K – – –
RWS
634
Retirement Wealth Solutions
Wisconsin
$1.5K +$1.62K +18 New
HI
635
Human Investing
Oregon
$1.44K +$1.53K +17 New
QC
636
Quent Capital
New York
$1.44K – – –
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$1.27K – – –
TCM
638
TD Capital Management
Tennessee
$1.27K +$1.35K +15 New
BLC
639
Brown, Lisle/Cummings
Rhode Island
$1.1K – – –
VHAM
640
Van Hulzen Asset Management
California
$1.1K +$1.17K +13 New
NMG
641
New Millennium Group
Utah
$1.02K – – –
RF
642
Robinswood Financial
Washington
$1.02K – – –
HGERS
643
Householder Group Estate & Retirement Specialist
Arizona
$1K -$3.43K -38 -62%
SFCL
644
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
SWM
645
Sugarloaf Wealth Management
Georgia
$940 – – –
CFO
646
CVA Family Office
Colorado
$934 -$992 -11 -50%
JFG
647
JDM Financial Group
Texas
$849 – – –
PSFG
648
Park Square Financial Group
Georgia
$764 +$812 +9 New
SIM
649
Synergy Investment Management
Florida
$679 +$721 +8 New
PIS
650
POM Investment Strategies
North Carolina
$594 – – –