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Name Holding Trade Value Shares
Change
Change in
Stake
WB
626
Webster Bank
Connecticut
$1.58K -$10.1K -131 -87%
CT
627
Caldwell Trust
Florida
$1.58K – – –
VWM
628
Vermillion Wealth Management
Minnesota
$1.58K – – –
CA
629
Crewe Advisors
Utah
$1.5K +$616 +8 +73%
WFA
630
West Financial Advisors
Iowa
$1.5K +$1.46K +19 New
DI
631
DAGCO Inc
Ohio
$1.5K -$5.78K -75 -80%
QC
632
Quent Capital
New York
$1.36K – – –
SFS
633
Sunrise Financial Services
Washington
$1.34K +$1.31K +17 New
GJIA
634
Glass Jacobson Investment Advisors
Maryland
$1.18K – – –
WA
635
Whipplewood Advisors
Colorado
$1.1K +$1.08K +14 New
BLC
636
Brown, Lisle/Cummings
Rhode Island
$1.02K – – –
NMG
637
New Millennium Group
Utah
$946 – – –
WA
638
WPG Advisers
Maryland
$867 -$2.16K -28 -72%
CFO
639
CVA Family Office
Colorado
$867 – – –
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$867 +$847 +11 New
QA
641
Quattro Advisors
Pennsylvania
$867 +$847 +11 New
JWM
642
Jessup Wealth Management
Ohio
$790 +$770 +10 New
DF
643
DecisionPoint Financial
Arizona
$789 – – –
HWA
644
Heritage Wealth Advisors
Virginia
$788 – – –
TFG
645
Team Financial Group
California
$788 – – –
SIS
646
Sound Income Strategies
Florida
$555 +$539 +7 New
BFS
647
Bare Financial Services
Pennsylvania
$552 -$770 -10 -59%
ACA
648
American Capital Advisory
Idaho
$552 – – –
AWM
649
Abound Wealth Management
Tennessee
$473 – – –
VFM
650
Vision Financial Markets
Connecticut
$316 – – –