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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
701
Global Financial Private Client
Florida
$11.9K – – –
FMP
702
Financial Management Professionals
Texas
$10.3K – – –
HWA
703
HHM Wealth Advisors
Tennessee
$10.3K +$10.9K +200 New
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
VWM
705
Venturi Wealth Management
Texas
$9.92K +$1.25K +23 +14%
KSB
706
Kennebec Savings Bank
Maine
$9.76K – – –
AIC
707
Archer Investment Corporation
Indiana
$9.71K – – –
IWP
708
IAG Wealth Partners
Wisconsin
$9.46K +$10K +184 New
CFFP
709
Center for Financial Planning
Michigan
$8.99K – – –
MA
710
Modus Advisors
Minnesota
$8.74K +$9.26K +170 New
FC
711
Fairscale Capital
New Hampshire
$8.17K – – –
BTI
712
Blue Trust Inc
Georgia
$6.93K -$78.5K -1,440 -91%
ACM
713
Anfield Capital Management
California
$6.78K +$7.19K +132 New
OP
714
ORG Partners
Indiana
$6.68K – – –
GGI
715
Godsey & Gibb Inc
Virginia
$6.17K – – –
WT
716
Washington Trust
Rhode Island
$5.19K – – –
MCI
717
MRP Capital Investments
Georgia
$5.14K – – –
PAI
718
Pittenger & Anderson Inc
Nebraska
$5.14K – – –
DWA
719
Delos Wealth Advisors
Texas
$5.14K +$5.45K +100 New
GSWM
720
Golden State Wealth Management
California
$5.14K +$5.45K +100 New
KHC
721
Koesten Hirschmann & Crabtree
Kansas
$5.14K +$5.45K +100 New
LAM
722
Lummis Asset Management
Texas
$5.14K +$5.45K +100 New
SAM
723
Smartleaf Asset Management
Massachusetts
$5.13K -$15.7K -288 -74%
PWA
724
Physician Wealth Advisors
Utah
$5.04K +$5.34K +98 New
HCP
725
Hexagon Capital Partners
Arkansas
$4.99K -$926 -17 -15%