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Name Holding Trade Value Shares
Change
Change in
Stake
CVA Family Office
401
CVA Family Office
Colorado
$12K -$13.9K -325 -59%
HIC
402
Hamrick Investment Counsel
Washington
$11.7K – – –
VWA
403
Valued Wealth Advisors
Utah
$11.6K +$9.31K +218 +4,360%
First Command Advisory Services
404
First Command Advisory Services
Texas
$10.4K -$20.7K -485 -71%
CYG
405
Clean Yield Group
Vermont
$10.4K – – –
FFO
406
Fortitude Family Office
Arizona
$9.6K -$342 -8 -4%
SJS Investment Consulting
407
SJS Investment Consulting
Ohio
$8.67K +$6.36K +149 +876%
APFP
408
Action Point Financial Planning
Michigan
$8.51K +$7K +164 New
NWM
409
Navigoe Wealth Management
California
$8K +$6.92K +162 New
1NWS
410
1 North Wealth Services
Maryland
$7.83K – – –
Creative Financial Designs
411
Creative Financial Designs
Indiana
$7.83K – – –
Manchester Capital Management
412
Manchester Capital Management
Vermont
$7.83K – – –
Clearstead Trust
413
Clearstead Trust
Maine
$7.57K -$6.24K -146 -50%
Zions Bancorporation, National Association
414
Zions Bancorporation, National Association
Utah
$7.52K +$940 +22 +18%
Bell Investment Advisors
415
Bell Investment Advisors
California
$7.2K -$513 -12 -8%
JWM
416
JPL Wealth Management
Colorado
$6.84K – – –
RF
417
Rossby Financial
Florida
$6.73K +$256 +6 +5%
BIM
418
Breakwater Investment Management
Washington
$6.68K – – –
BAM
419
Bellevue Asset Management
Washington
$6.21K +$812 +19 +19%
NewEdge Advisors
420
NewEdge Advisors
Louisiana
$5.69K -$1.45K -34 -24%
Mather Group
421
Mather Group
Illinois
$5.48K – – –
JTBR
422
James T. Borello RIA
Illinois
$5.38K -$4.95K -116 -53%
SRCM
423
Signature Resources Capital Management
California
$5.22K – – –
SWA
424
SOA Wealth Advisors
New York
$5.22K – – –
Farmers & Merchants Investments Inc
425
Farmers & Merchants Investments Inc
Nebraska
$5.17K – – –