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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
776
Column Capital Advisors
Indiana
$10K -$17.3K -115 -58%
SFG
777
Sowa Financial Group
Rhode Island
$10K -$1.35K -9 -10%
VNA
778
Valley National Advisers
Pennsylvania
$10K +$900 +6 +9%
AC
779
AlphaCore Capital
California
$10K +$12.2K +81 New
CIAS
780
CBIZ Investment Advisory Services
Ohio
$9K
NSIM
781
North Star Investment Management
Illinois
$9K
HR
782
Howe & Rusling
New York
$9K +$4.35K +29 +73%
LSA
783
Lion Street Advisors
Texas
$9K +$10.7K +71 New
CFFP
784
Center for Financial Planning
Michigan
$9K +$10.8K +72 New
FPB
785
First PREMIER Bank
South Dakota
$8K
HDIM
786
Hanson & Doremus Investment Management
Vermont
$8K
WCG
787
Weaver Consulting Group
California
$8K
HIIFS
788
Harel Insurance Investments & Financial Services
Israel
$7K
PK
789
Pflug Koory
Nebraska
$7K
EIP
790
Ellis Investment Partners
Pennsylvania
$7K +$8.7K +58 New
TC
791
Truvestments Capital
Florida
$7K +$8.7K +58 New
EWA
792
Evolution Wealth Advisors
Florida
$6K -$9K -60 -57%
Federated Hermes
793
Federated Hermes
Pennsylvania
$6K -$1.8K -12 -20%
PCIA
794
Prime Capital Investment Advisors
Kansas
$6K -$750 -5 -9%
DI
795
Disciplined Investments
Oklahoma
$6K
ETI
796
Enterprise Trust & Investment
California
$6K
TL
797
TrueWealth LLC
Georgia
$5K -$6.45K -43 -50%
AWM
798
AllSquare Wealth Management
New York
$5K
DAM
799
Delta Asset Management
Tennessee
$5K
Macquarie Group
800
Macquarie Group
Australia
$5K