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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
301
Tyler-Stone Wealth Management
Ohio
$7K +$794 +20 +10%
BWM
302
Baystate Wealth Management
Massachusetts
$6K
FHA
303
First Horizon Advisors
Tennessee
$6K
HI
304
Harbour Investments
Wisconsin
$6K
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
$6K
BC
306
Bartlett & Co
Ohio
$5K
MA
307
Montag & Associates
Georgia
$5K
AWM
308
Avior Wealth Management
Nebraska
$5K +$5.87K +148 +740%
BCWM
309
Bartlett & Co Wealth Management
Ohio
$4.61K
TCWA
310
Ten Capital Wealth Advisors
Washington
$4K -$3.17K -80 -41%
BCM
311
Blume Capital Management
California
$4K
CFD
312
Creative Financial Designs
Indiana
$4K
SCA
313
Stonebridge Capital Advisors
Minnesota
$4K
BTI
314
Blue Trust Inc
Georgia
$4K +$5.08K +128 New
KFS
315
Kelly Financial Services
Massachusetts
$3.07K
CCA
316
Column Capital Advisors
Indiana
$3K
GI
317
Gradient Investments
Minnesota
$3K
HWM
318
HighMark Wealth Management
Minnesota
$3K
HNWAG
319
High Net Worth Advisory Group
Florida
$3K
IRC
320
Investors Research Corp
Georgia
$3K
JAM
321
JCIC Asset Management
Ontario, Canada
$3K
SC
322
Sawyer & Company
Massachusetts
$3K
SWA
323
SOA Wealth Advisors
New York
$3K
BIA
324
Bell Investment Advisors
California
$3K +$397 +10 +14%
HCP
325
Hexagon Capital Partners
Arkansas
$3K +$992 +25 +33%