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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$11K
SN
502
Sittner & Nelson
Oregon
$11K
TWM
503
Tradition Wealth Management
Minnesota
$11K
HI
504
Hudock Inc
Pennsylvania
$11K +$84 +2 +0.6%
AIP
505
Almanack Investment Partners
Pennsylvania
$11K +$13.5K +320 New
CT
506
Caldwell Trust
Florida
$11K
BCWM
507
Bartlett & Co Wealth Management
Ohio
$10.6K
C
508
Covestor
United Kingdom
$10K -$168 -4 -1%
AA
509
Ancora Advisors
Ohio
$10K
DSC
510
Duncker Streett & Co
Missouri
$10K
GCM
511
Gables Capital Management
Florida
$10K
JEST
512
JTC Employer Solutions Trustee
Jersey
$10K
SC
513
Sierra Capital
Florida
$10K +$4.92K +117 +64%
AIC
514
Archer Investment Corporation
Indiana
$9.81K
HWA
515
Heritage Wealth Advisors
Virginia
$9.74K
CBT
516
CoreFirst Bank & Trust
Kansas
$9K
IAMOG
517
Investors Asset Management of Georgia
Georgia
$9K
SC
518
SouthState Corp
Florida
$9K
BTI
519
Blue Trust Inc
Georgia
$9K +$1.09K +26 +16%
BIA
520
Bell Investment Advisors
California
$8K -$9.05K -215 -49%
WTA
521
Washington Trust Advisors
Massachusetts
$8K -$8.46K -201 -45%
EW
522
Evoke Wealth
California
$8K
TFA
523
Toth Financial Advisory
Virginia
$8K
UIA
524
Ulland Investment Advisors
Minnesota
$8K
PFBT
525
Parkside Financial Bank & Trust
Missouri
$8K +$4.04K +96 +68%