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Name Holding Trade Value Shares
Change
Change in
Stake
SL
501
Savior LLC
Massachusetts
$11K – – –
FPFS
502
First Personal Financial Services
North Carolina
$11K +$11K +250 New
CWP
503
Concord Wealth Partners
Virginia
$10K +$10.1K +230 New
SWM
504
Sugarloaf Wealth Management
Georgia
$9K -$16.2K -368 -65%
AF
505
Allworth Financial
California
$9K – – –
AW
506
Avion Wealth
Texas
$9K – – –
CAL
507
Capital Advisors Ltd
Ohio
$9K – – –
CHA
508
Carmichael Hill & Associates
Maryland
$9K – – –
IF
509
Ironwood Financial
Arizona
$8K – – –
ME
510
McIlrath & Eck
Washington
$8K +$1.28K +29 +19%
ASBI
511
American State Bank (Iowa)
Iowa
$7.09K +$6.93K +157 New
CTB
512
Country Trust Bank
Illinois
$7K – – –
MA
513
Montag & Associates
Georgia
$7K – – –
KFS
514
Kelly Financial Services
Massachusetts
$6.32K – – –
GWS
515
Glassman Wealth Services
Virginia
$6K -$221 -5 -4%
BBHC
516
Brown Brothers Harriman & Co
New York
$6K – – –
FCM
517
Firestone Capital Management
Florida
$6K – – –
COCM
518
Charter Oak Capital Management
New Hampshire
$5K – – –
RIM
519
Rockbridge Investment Management
New York
$5K +$882 +20 +20%
FRA
520
Front Row Advisors
California
$4K – – –
FMP
521
Financial Management Professionals
Texas
$4K +$1.06K +24 +32%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$3.07K – – –
BC
523
Bartlett & Co
Ohio
$3K – – –
CAL
524
Capital Analysts LLC
Pennsylvania
$3K – – –
CWC
525
Carolinas Wealth Consulting
North Carolina
$3K – – –