Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2126
Delos Wealth Advisors
Texas
$19.9K -$20.5K -100 -49%
JPWM
2127
Jamison Private Wealth Management
Georgia
$19.7K -$1.26M -6,136 -98%
PPWM
2128
PFG Private Wealth Management
Florida
$19.3K -$1.44K -7 -7%
PCA
2129
Providence Capital Advisors
North Carolina
$19.3K – – –
TWD
2130
True Wealth Design
Ohio
$19.3K – – –
VWWMG
2131
Vermillion & White Wealth Management Group
Pennsylvania
$19.3K – – –
CA
2132
Centerpoint Advisors
Massachusetts
$19K – – –
UIA
2133
Ulland Investment Advisors
Minnesota
$19K – – –
IWP
2134
IAG Wealth Partners
Wisconsin
$17.8K +$16K +78 +557%
CIAS
2135
CBIZ Investment Advisory Services
Ohio
$17.4K +$18.5K +90 New
PWM
2136
Partnership Wealth Management
Maryland
$17K – – –
HWM
2137
HighMark Wealth Management
Minnesota
$16.8K – – –
FSWA
2138
Financial Synergies Wealth Advisors
Texas
$16.6K -$8.22K -40 -32%
USB
2139
Union Savings Bank
Connecticut
$16.6K – – –
EA
2140
Evolution Advisers
Virginia
$15K -$7.4K -36 -33%
CMP
2141
Coston McIsaac & Partners
Maine
$15K – – –
CAM
2142
Chesapeake Asset Management
New York
$14.7K +$3.29K +16 +27%
RFG
2143
REAP Financial Group
Texas
$14.7K – – –
PCM
2144
Palouse Capital Management
Washington
$14.5K +$15.4K +75 New
PPC
2145
Park Place Capital
Alabama
$14.3K – – –
MAM
2146
Meeder Asset Management
Ohio
$13.7K -$175K -851 -92%
WIA
2147
Wetzel Investment Advisors
Indiana
$13.6K – – –
LOIM
2148
Liberty One Investment Management
Illinois
$13.5K +$616 +3 +4%
DWM
2149
Dogwood Wealth Management
Kansas
$12.9K – – –
SC
2150
Steph & Co
Wisconsin
$12.9K +$13.8K +67 New