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Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
976
Thurston Springer Miller Herd & Titak
Indiana
$1.83K – – –
IAS
977
IMA Advisory Services
Colorado
$1.65K +$1.66K +9 New
OA
978
Operose Advisors
Wisconsin
$1.47K +$1.47K +8 New
SFS
979
Sunrise Financial Services
Washington
$1.47K +$1.47K +8 New
DF
980
Dunhill Financial
United Kingdom
$1.34K +$369 +2 +40%
CWP
981
Clark Wealth Partners
Illinois
$1.28K – – –
SIS
982
Sound Income Strategies
Florida
$1.1K – – –
AFG
983
Albion Financial Group
Utah
$1.1K – – –
QWM
984
Quaker Wealth Management
New Jersey
$1.1K – – –
VNA
985
Valley National Advisers
Pennsylvania
$1K +$184 +1 +13%
PJC
986
Phillip James Consulting
Minnesota
$1K +$737 +4 New
RWM
987
RMG Wealth Management
Wisconsin
$990 -$14.7K -80 -94%
EWM
988
Evermay Wealth Management
Virginia
$917 – – –
GWM
989
Geneos Wealth Management
Colorado
$917 – – –
HIA
990
HFM Investment Advisors
New Jersey
$917 – – –
TBFA
991
Three Bearings Fiduciary Advisors
New Hampshire
$917 – – –
WWM
992
Wolff Wiese Magana
California
$917 – – –
BIM
993
Breakwater Investment Management
Washington
$734 – – –
CCM
994
Chilton Capital Management
Texas
$734 – – –
TFM
995
TFC Financial Management
Massachusetts
$734 – – –
RWS
996
Retirement Wealth Solutions
Wisconsin
$734 +$737 +4 New
CW
997
Curio Wealth
Maryland
$733 +$369 +2 +100%
JWM
998
JPL Wealth Management
Colorado
$551 +$553 +3 New
CT
999
Colonial Trust
South Carolina
$550 – – –
DF
1000
DecisionPoint Financial
Arizona
$550 – – –