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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1001
Clean Yield Group
Vermont
$17K
RFA
1002
Register Financial Advisors
Georgia
$16.7K +$15.5K +50 New
BONH
1003
Bank of New Hampshire
New Hampshire
$16.4K -$107K -345 -88%
Jones Financial Companies
1004
Jones Financial Companies
Missouri
$15.7K -$5.27K -17 -27%
TIM
1005
Tortoise Investment Management
New York
$15.7K +$1.24K +4 +9%
S
1006
Sachetta
Massachusetts
$15.4K
RCM
1007
Raleigh Capital Management
North Carolina
$15.4K +$8.37K +27 +142%
AP
1008
Aspect Partners
Virginia
$15.4K +$310 +1 +2%
MAM
1009
Meeder Asset Management
Ohio
$15.4K +$14.3K +46 New
FMP
1010
Financial Management Professionals
Texas
$15K -$620 -2 -4%
PB
1011
Pinnacle Bancorp
Nebraska
$14.7K -$2.17K -7 -14%
CWM
1012
Cranbrook Wealth Management
Michigan
$14.3K
JWM
1013
Janiczek Wealth Management
Colorado
$14.3K
ME
1014
McIlrath & Eck
Washington
$14K
HIA
1015
Harbor Investment Advisory
Maryland
$13.7K
WTA
1016
Washington Trust Advisors
Massachusetts
$13.7K +$6.82K +22 +116%
CFD
1017
Creative Financial Designs
Indiana
$12.7K +$7.13K +23 +153%
Parallax Volatility Advisers
1018
Parallax Volatility Advisers
California
$12.7K +$11.8K +38 New
GWSG
1019
GPS Wealth Strategies Group
Colorado
$12.5K
CA
1020
Crewe Advisors
Utah
$12.3K +$11.5K +37 New
QC
1021
Quent Capital
New York
$12K
AWM
1022
Abound Wealth Management
Tennessee
$11.7K -$310 -1 -3%
CTWM
1023
Cherry Tree Wealth Management
Minnesota
$11K
HWA
1024
HHM Wealth Advisors
Tennessee
$11K
FFO
1025
Fortitude Family Office
Arizona
$10.7K