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Name Holding Trade Value Shares
Change
Change in
Stake
PG
401
Proffitt & Goodson
Tennessee
$1.13K
KFS
402
Kelly Financial Services
Massachusetts
$1.12K
LTI
403
Laffer Tengler Investments
Tennessee
$1.05K
RFA
404
Register Financial Advisors
Georgia
$1.05K +$1.14K +40 New
VNA
405
Valley National Advisers
Pennsylvania
$1K -$1.43K -50 -56%
CMP
406
Coston McIsaac & Partners
Maine
$1K
HB
407
Horizon Bancorp
Indiana
$1K
PP
408
PrairieView Partners
Minnesota
$1K
NS
409
NBC Securities
Alabama
$1K +$171 +6 New
GI
410
Gradient Investments
Minnesota
$919 -$3.76K -132 -79%
BSB
411
Bangor Savings Bank
Maine
$919
NCM
412
Northwest Capital Management
Oregon
$893
JWA
413
JFS Wealth Advisors
Pennsylvania
$867 -$114 -4 -11%
TIM
414
Tortoise Investment Management
New York
$788
BWAM
415
Boyd Watterson Asset Management
Ohio
$762
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$735 +$570 +20 +250%
BHWM
417
Beaird Harris Wealth Management
Texas
$683
S
418
Sachetta
Massachusetts
$631
BFS
419
Burkett Financial Services
South Carolina
$620 +$28 +1 +4%
CT
420
Clearstead Trust
Maine
$604 +$655 +23 New
WIA
421
Wetzel Investment Advisors
Indiana
$583
CWC
422
Carolinas Wealth Consulting
North Carolina
$525
CWM
423
CarsonAllaria Wealth Management
Illinois
$525
VWM
424
Valley Wealth Managers
New Jersey
$525
WB
425
Webster Bank
Connecticut
$525