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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
SWS
627
SYSTM Wealth Solutions
Illinois
$11.6K – – –
TSWM
628
Tyler-Stone Wealth Management
Ohio
$11.5K – – –
GKIM
629
GW&K Investment Management
Massachusetts
$11K +$461 +6 +4%
CA
630
Continuum Advisory
Idaho
$10.8K +$769 +10 +7%
NFSG
631
Newbridge Financial Services Group
Florida
$10.4K – – –
SL
632
Salomon & Ludwin
Virginia
$10.3K – – –
MCM
633
Manchester Capital Management
Vermont
$10.2K +$615 +8 +6%
SWM
634
Sugarloaf Wealth Management
Georgia
$10.1K – – –
TCOV
635
Trust Company of Vermont
Vermont
$10K +$7.46K +97 +216%
RIL
636
Rothschild Investment LLC
Illinois
$9.58K +$1.54K +20 +17%
HWP
637
Highline Wealth Partners
California
$9.51K – – –
VWM
638
Venturi Wealth Management
Texas
$9.44K +$10.3K +134 New
ACM
639
Accent Capital Management
Ohio
$9.08K +$5.23K +68 +111%
CAS
640
Coppell Advisory Solutions
Texas
$9.01K +$9.84K +128 New
AFS
641
Annapolis Financial Services
Maryland
$8.8K – – –
GI
642
Gradient Investments
Minnesota
$8.52K -$20.3K -264 -69%
VCM
643
Versant Capital Management
Arizona
$8.52K +$9.3K +121 New
JFGIW
644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.45K -$3.08K -40 -25%
QL
645
Quarry LP
New York
$7.82K -$53.1K -690 -86%
TFF
646
The Family Firm
Maryland
$7.54K +$8.23K +107 New
RFA
647
Register Financial Advisors
Georgia
$7.39K – – –
HWM
648
HighMark Wealth Management
Minnesota
$7.04K – – –
MSFP
649
Mark Sheptoff Financial Planning
Connecticut
$7.04K – – –
TF
650
Tompkins Financial
New York
$7.04K – – –