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Name Holding Trade Value Shares
Change
Change in
Stake
GA
626
GoalVest Advisory
New York
$13.9K +$13.7K +333 New
AAP
627
Arax Advisory Partners
Colorado
$13.3K -$255K -6,181 -95%
WETS
628
Wealth Enhancement Trust Services
South Dakota
$13K +$12.8K +311 New
SWM
629
Spire Wealth Management
Virginia
$12.7K +$8.66K +210 +223%
BL
630
BFSG LLC
California
$12.4K -$3.34K -81 -21%
PWA
631
Physician Wealth Advisors
Utah
$12K -$866 -21 -7%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$11.7K +$11.6K +282 New
PCM
633
Peregrine Capital Management
Minnesota
$11.5K – – –
WCM
634
Westend Capital Management
California
$11.2K -$371 -9 -3%
CFO
635
CVA Family Office
Colorado
$10.3K -$8.75K -212 -46%
GKIM
636
GW&K Investment Management
Massachusetts
$10K +$2.85K +69 +43%
BGAI
637
Bruce G. Allen Investments
Colorado
$9.27K +$5.69K +138 +164%
MAM
638
Meeder Asset Management
Ohio
$9.07K +$8.99K +218 New
SL
639
Salomon & Ludwin
Virginia
$9.05K -$4.29K -104 -33%
VNA
640
Valley National Advisers
Pennsylvania
$9K +$9.32K +226 New
SWP
641
Strategic Wealth Partners
Ohio
$8.92K +$990 +24 +13%
CB
642
Community Bank
New York
$8.34K – – –
FDW
643
Fourth Dimension Wealth
Ohio
$8.34K +$8.25K +200 New
ST
644
Smithfield Trust
Pennsylvania
$7K – – –
TCM
645
Triumph Capital Management
Colorado
$6.94K +$6.85K +166 New
CT
646
Coastline Trust
Rhode Island
$6.66K – – –
CPG
647
Cornerstone Planning Group
New Jersey
$6.54K +$206 +5 +20%
HIA
648
Harbor Investment Advisory
Maryland
$6.11K -$13.8K -335 -70%
PWMG
649
Private Wealth Management Group
New Jersey
$5.57K +$2.48K +60 +81%
KFI
650
Key Financial Inc
Pennsylvania
$5.55K – – –