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