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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
751
Concord Wealth Partners
Virginia
$4.92K +$4.29K +40 New
HHCP
752
Hilton Head Capital Partners
South Carolina
$4.92K +$4.29K +40 New
JSAM
753
J. Safra Asset Management
New York
$4.92K +$4.29K +40 New
LB
754
Legacy Bridge
Iowa
$4.67K +$4.07K +38 New
HNW
755
High Note Wealth
Minnesota
$4.67K
SIS
756
Sound Income Strategies
Florida
$4.57K +$3K +28 +560%
SFS
757
Sunrise Financial Services
Washington
$4.55K +$3.96K +37 New
BIA
758
Bell Investment Advisors
California
$4.31K -$321 -3 -8%
CFM
759
Cornerstone Financial Management
Massachusetts
$4.3K +$3.75K +35 New
WCM
760
Winthrop Capital Management
Indiana
$4K
SIC
761
SJS Investment Consulting
Ohio
$3.94K +$536 +5 +19%
NSIM
762
North Star Investment Management
Illinois
$3.94K +$2.36K +22 +220%
MAM
763
Meeder Asset Management
Ohio
$3.81K -$107 -1 -3%
NRWA
764
North Ridge Wealth Advisors
Oregon
$3.69K
AIC
765
Archer Investment Corporation
Indiana
$3.69K
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$3.57K +$321 +3 +12%
BCM
767
Boreal Capital Management
Florida
$3.57K
FMP
768
Financial Management Professionals
Texas
$3.57K
HI
769
Hoey Investments
Pennsylvania
$3.44K
CIAS
770
CBIZ Investment Advisory Services
Ohio
$3.32K
HIC
771
Hamrick Investment Counsel
Washington
$3.08K +$2.68K +25 New
MAS
772
MPWM Advisory Solutions
Georgia
$3.08K
OAJ
773
Ogorek Anthony Joseph
New York
$3K -$1.61K -15 -33%
CAL
774
Capital Advisors Ltd
Ohio
$3K
BHWM
775
Bay Harbor Wealth Management
Maryland
$2.95K +$1.07K +10 +71%