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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
401
Register Financial Advisors
Georgia
$903
1IA
402
1620 Investment Advisors
Massachusetts
$903 +$1.05K +40 New
BSB
403
Bangor Savings Bank
Maine
$790
GI
404
Gradient Investments
Minnesota
$790
SAM
405
Smartleaf Asset Management
Massachusetts
$785 -$655 -25 -42%
TIM
406
Tortoise Investment Management
New York
$677
TCM
407
TruNorth Capital Management
Michigan
$677 +$786 +30 New
BWAM
408
Boyd Watterson Asset Management
Ohio
$655
BHWM
409
Beaird Harris Wealth Management
Texas
$587
WIA
410
Wetzel Investment Advisors
Indiana
$578
OP
411
ORG Partners
Indiana
$544 +$602 +23 New
BFS
412
Burkett Financial Services
South Carolina
$539
CAS
413
Coppell Advisory Solutions
Texas
$497 +$576 +22 New
S
414
Sachetta
Massachusetts
$475
CWC
415
Carolinas Wealth Consulting
North Carolina
$452
JFA
416
JNBA Financial Advisors
Minnesota
$452 +$524 +20 New
IGWM
417
ICA Group Wealth Management
Colorado
$451 -$5.24K -200 -91%
AAG
418
Accordant Advisory Group
Maryland
$451
VWM
419
Valley Wealth Managers
New Jersey
$451
WB
420
Webster Bank
Connecticut
$451
AA
421
Addison Advisors
Vermont
$362
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$362
PFBT
423
Parkside Financial Bank & Trust
Missouri
$316 -$1.1K -42 -75%
VCM
424
Versant Capital Management
Arizona
$293
SWA
425
SOA Wealth Advisors
New York
$253