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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
951
SJS Investment Consulting
Ohio
$4.44K -$44 -1 -1%
AGWCA
952
Annis Gardner Whiting Capital Advisors
Florida
$4.31K +$4.45K +100 New
DAC
953
Dividend Assets Capital
South Carolina
$4K – – –
TVWM
954
Tower View Wealth Management
Wisconsin
$4K – – –
RTL
955
Red Tortoise LLC
Georgia
$3.96K – – –
IHWM
956
Iron Horse Wealth Management
Iowa
$3.96K +$4.09K +92 New
HWM
957
HighMark Wealth Management
Minnesota
$3.53K -$2.22K -50 -38%
GI
958
Gradient Investments
Minnesota
$3.53K -$89 -2 -2%
FMP
959
Financial Management Professionals
Texas
$3K – – –
AW
960
Avion Wealth
Texas
$3K +$667 +15 +17%
BWP
961
Baldwin Wealth Partners
Massachusetts
$2.93K – – –
PWMG
962
Prestige Wealth Management Group
New Jersey
$2.76K – – –
SC
963
Solstein Capital
California
$2.41K – – –
TFA
964
Transamerica Financial Advisors
Florida
$2K -$178 -4 -9%
CAM
965
ClariVest Asset Management
California
$2K – – –
PVH
966
Psagot Value Holdings
Israel
$2K – – –
ADL
967
Asset Dedication LLC
California
$2K +$1.78K +40 New
CTA
968
Colonial Trust Advisors
South Carolina
$1.9K – – –
MIM
969
Macroview Investment Management
Maryland
$1.81K +$1.87K +42 New
OLVIG
970
Oliver Lagore Vanvalin Investment Group
Michigan
$1.81K +$1.87K +42 New
BHWM
971
Beaird Harris Wealth Management
Texas
$1.72K -$1.11K -25 -50%
GWM
972
Geneos Wealth Management
Colorado
$1.55K – – –
LIM
973
Longfellow Investment Management
Massachusetts
$1.38K – – –
RCM
974
Raleigh Capital Management
North Carolina
$1.37K +$1.42K +32 New
MIFH
975
Migdal Insurance & Financial Holdings
Israel
$1K -$7.6K -171 -92%