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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
626
Center for Financial Planning
Michigan
$1.9K – – –
VWM
627
Vermillion Wealth Management
Minnesota
$1.9K – – –
CT
628
Caldwell Trust
Florida
$1.9K +$1.79K +20 New
WCM
629
Westend Capital Management
California
$1.9K +$1.79K +20 New
PSB
630
Piscataqua Savings Bank
New Hampshire
$1.9K – – –
EPAM
631
Evelyn Partners Asset Management
$1.88K – – –
MWM
632
Mascoma Wealth Management
New Hampshire
$1.8K – – –
KB
633
Kimelman & Baird
New York
$1.71K – – –
AG
634
AmeriFlex Group
Nevada
$1.6K – – –
QC
635
Quent Capital
New York
$1.6K – – –
TCM
636
TD Capital Management
Tennessee
$1.42K – – –
BI
637
Binnacle Investments
Iowa
$1.33K +$1.26K +14 New
GJIA
638
Glass Jacobson Investment Advisors
Maryland
$1.27K – – –
SFCL
639
Strengthening Families & Communities LLC
Massachusetts
$1.24K – – –
BLC
640
Brown, Lisle/Cummings
Rhode Island
$1.23K – – –
NMG
641
New Millennium Group
Utah
$1.14K – – –
RF
642
Robinswood Financial
Washington
$1.14K – – –
WTFG
643
Wood Tarver Financial Group
Idaho
$1.04K – – –
CA
644
Crewe Advisors
Utah
$1.04K +$987 +11 New
CFO
645
CVA Family Office
Colorado
$1.04K – – –
PSFG
646
Park Square Financial Group
Georgia
$854 – – –
PIS
647
POM Investment Strategies
North Carolina
$665 – – –
BFS
648
Bare Financial Services
Pennsylvania
$665 +$628 +7 New
VWM
649
Valley Wealth Managers
New Jersey
$659 – – –
AWM
650
Abound Wealth Management
Tennessee
$570 – – –