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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1401
Blue Bell Private Wealth Management
Pennsylvania
$57.6K -$1.96K -35 -3%
GWSG
1402
GPS Wealth Strategies Group
Colorado
$57.5K -$6.9K -123 -9%
CIA
1403
Cape Investment Advisory
Georgia
$57.2K +$25.4K +452 +55%
JFGIW
1404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.5K -$143K -2,556 -72%
MFC
1405
Mechanics Financial Corp
Ohio
$56.5K -$83.6K -1,490 -54%
CAS
1406
Coppell Advisory Solutions
Texas
$56.3K +$10.6K +189 +17%
CWP
1407
Concord Wealth Partners
Virginia
$54.8K -$53.1K -946 -44%
OCM
1408
Orion Capital Management
California
$53.9K +$67.3K +1,200 New
AAG
1409
Armstrong Advisory Group
Massachusetts
$53.7K – – –
SCM
1410
Silvant Capital Management
Georgia
$52.5K – – –
DMIC
1411
Dixon Mitchell Investment Counsel
British Columbia, Canada
$52.4K +$18.3K +326 +39%
CMP
1412
Coston McIsaac & Partners
Maine
$52K +$449 +8 +0.7%
TFM
1413
TFC Financial Management
Massachusetts
$51.9K -$6.62K -118 -9%
CYG
1414
Clean Yield Group
Vermont
$51.2K -$2.81K -50 -4%
BCWM
1415
Ball & Co Wealth Management
Tennessee
$49K +$61.8K +1,101 New
RA
1416
Rise Advisors
New York
$48.7K -$4.66K -83 -7%
ACA
1417
Atlas Capital Advisors
Wyoming
$48.5K -$33.7K -600 -36%
HC
1418
Hara Capital
Washington
$48.3K – – –
GJIA
1419
Glass Jacobson Investment Advisors
Maryland
$48.2K -$8.25K -147 -12%
PP
1420
PFS Partners
New Jersey
$47.6K +$673 +12 +1%
CB
1421
CNB Bank
Pennsylvania
$45.6K -$166K -2,953 -74%
PCC
1422
Park Circle Company
Maryland
$44.9K +$16.8K +300 +43%
VCM
1423
Versant Capital Management
Arizona
$44.6K +$6.45K +115 +13%
WWM
1424
Wolff Wiese Magana
California
$44.5K -$29.5K -525 -35%
BIG
1425
Brooklyn Investment Group
New York
$44.2K -$255K -4,546 -82%