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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2226
Kozak & Associates
Colorado
$124K +$3.67K +85 +3%
DPW
2227
DiNuzzo Private Wealth
Pennsylvania
$122K +$43 +1 +0%
CB
2228
Centennial Bank
Arkansas
$122K -$28.3K -655 -19%
BCMLT
2229
Beacon Capital Management LLC (Tennessee)
Tennessee
$117K -$89.7K -2,080 -44%
CI
2230
Cordant Inc
Oregon
$116K – – –
AP
2231
Aspect Partners
Virginia
$116K – – –
RA
2232
Rational Advisors
New York
$114K -$27.4K -636 -19%
AF
2233
Arrow Financial
New York
$114K -$5.39K -125 -5%
NIC
2234
Northwest Investment Counselors
Oregon
$114K +$113K +2,622 New
CPG
2235
Custom Portfolio Group
Colorado
$113K – – –
MAWCM
2236
Mine & Arao Wealth Creation & Management
California
$113K +$1.51K +35 +1%
AWM
2237
AllSquare Wealth Management
New York
$113K -$11.2K -260 -9%
PMFA
2238
Plante Moran Financial Advisors
Michigan
$111K -$53.6K -1,243 -33%
SA
2239
Scarborough Advisors
Maryland
$110K -$26.9K -623 -20%
RA
2240
Rise Advisors
New York
$109K +$98K +2,271 +905%
TSWM
2241
Tyler-Stone Wealth Management
Ohio
$108K +$4.31K +100 +4%
GFL
2242
Granite FO LLC
New Hampshire
$106K – – –
SCA
2243
Stuart Chaussee & Associates
California
$106K – – –
CSWM
2244
Cassady Schiller Wealth Management
Ohio
$106K -$5.87K -136 -5%
VAG
2245
VisionPoint Advisory Group
Texas
$104K +$53.9K +1,249 +109%
VCM
2246
Versant Capital Management
Arizona
$102K +$7.59K +176 +8%
DWS
2247
Dynamic Wealth Strategies
California
$101K – – –
SCM
2248
Silvant Capital Management
Georgia
$99.2K – – –
RFA
2249
Register Financial Advisors
Georgia
$98.2K +$97.8K +2,266 New
EC
2250
EntryPoint Capital
New York
$96.7K +$31K +719 +48%