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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
301
Clean Yield Group
Vermont
$7K +$6.61K +350 New
WQ
302
Wealth Quarterback
New Jersey
$7K +$6.78K +359 New
BCM
303
Blume Capital Management
California
$6K
CWP
304
Concord Wealth Partners
Virginia
$6K
1IA
305
1834 Investment Advisors
Wisconsin
$6K +$1.04K +55 +20%
BWM
306
BerganKDV Wealth Management
Minnesota
$6K +$5.66K +300 New
SWM
307
Spire Wealth Management
Virginia
$5K -$27.4K -1,451 -86%
BCA
308
Berman Capital Advisors
Georgia
$5K
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
FFA
310
Freedman Financial Associates
Massachusetts
$5K
JWM
311
Janiczek Wealth Management
Colorado
$5K
AWM
312
Accel Wealth Management
Iowa
$4K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$4K
CCMW
314
Cypress Capital Management (Wyoming)
Wyoming
$4K
GWS
315
Glassman Wealth Services
Virginia
$4K
BFEC
316
Benjamin F. Edwards & Company
Missouri
$3K
CFD
317
Creative Financial Designs
Indiana
$3K
AIM
318
Anchor Investment Management
South Carolina
$2.49K
CQS
319
Credential Qtrade Securities
$2.24K
BAM
320
Bellevue Asset Management
Washington
$2K
EARNEST Partners
321
EARNEST Partners
Georgia
$2K
Bessemer Group
322
Bessemer Group
New Jersey
$2K +$1.87K +99 New
SIM
323
Sonora Investment Management
Arizona
$2K +$1.98K +105 New
AAP
324
Arax Advisory Partners
Colorado
$2K +$2.34K +124 New
KJHP
325
K.J. Harrison & Partners
Ontario, Canada
$1.84K +$11.4K +606 +0.6%