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Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
Rise Advisors
New York
$12.8K -$1.95K -50 -13%
KFP
152
Keener Financial Planning
Texas
$12K +$12.3K +314 New
FCAS
153
First Command Advisory Services
Texas
$10.5K
CFO
154
CVA Family Office
Colorado
$9.98K +$10.4K +265 New
ATC
155
Adirondack Trust Company
New York
$9.76K
HNB
156
Huntington National Bank
Ohio
$7.91K
MCM
157
Manchester Capital Management
Vermont
$7.53K -$391 -10 -5%
AWM
158
Abound Wealth Management
Tennessee
$7.53K
CTWM
159
Cherry Tree Wealth Management
Minnesota
$7.53K
TSWM
160
Tyler-Stone Wealth Management
Ohio
$7.16K
CAM
161
Creekmur Asset Management
Illinois
$6.03K +$6.25K +160 New
RIM
162
Rockbridge Investment Management
New York
$5.27K +$5.47K +140 New
GWM
163
Geneos Wealth Management
Colorado
$4.97K
OCM
164
Orion Capital Management
California
$4.97K
MSG
165
Main Street Group
Virginia
$4.93K +$5.12K +131 New
CFD
166
Creative Financial Designs
Indiana
$4.9K
EWA
167
EverSource Wealth Advisors
Alabama
$4.75K +$313 +8 +7%
GIA
168
GHP Investment Advisors
Colorado
$4.71K
CFGS
169
Concourse Financial Group Securities
Alabama
$4.71K
BCMLT
170
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.56K +$3.91K +100 New
TAM
171
Tucker Asset Management
Colorado
$4.14K +$4.3K +110 New
GWSG
172
GPS Wealth Strategies Group
Colorado
$3.99K
MTIC
173
Missouri Trust & Investment Company
Missouri
$3.95K
AWM
174
Activest Wealth Management
Florida
$3.89K +$1.52K +39 +61%
GG
175
Greenwood Gearhart
Arkansas
$3.77K +$3.91K +100 New