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Name Holding Trade Value Shares
Change
Change in
Stake
FFL
1201
Financial Freedom LLC
Ohio
$12.9K – – –
WA
1202
Whipplewood Advisors
Colorado
$12.7K +$13.8K +110 New
PGAM
1203
Princeton Global Asset Management
New Jersey
$12.3K – – –
ACA
1204
American Capital Advisory
Idaho
$11.5K – – –
AEPWM
1205
Atlantic Edge Private Wealth Management
Florida
$11.5K – – –
BWM
1206
Bullock Wealth Management
Indiana
$11.5K +$12.5K +100 New
RMP
1207
Richards, Merrill & Peterson
Washington
$11.5K +$12.5K +100 New
BCMLT
1208
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K +$2.38K +19 +24%
PMFA
1209
Plante Moran Financial Advisors
Michigan
$11.4K – – –
KBFS
1210
Kohmann Bosshard Financial Services
Ohio
$11.1K +$12K +96 New
PWMA
1211
Pension & Wealth Management Advisors
Massachusetts
$11.1K – – –
DF
1212
Dunhill Financial
United Kingdom
$11.1K +$12K +96 New
FIA
1213
FNY Investment Advisers
New York
$11K -$1.25K -10 -9%
ANBT
1214
American National Bank & Trust
Texas
$10.9K -$1.25K -10 -10%
PPA
1215
Painted Porch Advisors
California
$10.6K +$11.5K +92 New
VWWMG
1216
Vermillion & White Wealth Management Group
Pennsylvania
$10.4K – – –
PA
1217
Pineridge Advisors
Missouri
$10.3K +$2.38K +19 +27%
CTWM
1218
Cherry Tree Wealth Management
Minnesota
$10.3K – – –
VWA
1219
VSM Wealth Advisory
Maryland
$9.85K +$10.7K +85 New
CSPIA
1220
Cary Street Partners Investment Advisory
Virginia
$9.79K -$426K -3,396 -98%
CFB
1221
Cullen/Frost Bankers
Texas
$9.45K -$14.8K -118 -59%
MSWM
1222
Mowery & Schoenfeld Wealth Management
Illinois
$9.22K +$10K +80 New
GBT
1223
Grove Bank & Trust
Florida
$9.22K – – –
CFS
1224
CGC Financial Services
Oregon
$9.1K – – –
TCM
1225
TD Capital Management
Tennessee
$9.1K – – –