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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
651
Contravisory Investment Management
Massachusetts
$20.5K – – –
PP
652
Pacifica Partners
Canada
$20.3K – – –
PFG
653
Putney Financial Group
California
$19.8K -$20.6K -255 -50%
GSWM
654
Golden State Wealth Management
California
$19.6K +$14.8K +183 +265%
ECM
655
Estabrook Capital Management
New York
$19.5K +$20.2K +250 New
CFO
656
CVA Family Office
Colorado
$18.8K +$1.46K +18 +8%
ATC
657
Adirondack Trust Company
New York
$18.3K – – –
W
658
WealthCollab
Washington
$17.8K -$3.4K -42 -15%
CWM
659
CarsonAllaria Wealth Management
Illinois
$17.4K -$3.15K -39 -15%
TPCW
660
TD Private Client Wealth
New York
$17K +$890 +11 +5%
NC
661
NewSquare Capital
Pennsylvania
$16.6K -$7.04K -87 -29%
MWA
662
Medallion Wealth Advisors
Connecticut
$16.1K – – –
GBT
663
Grove Bank & Trust
Florida
$15.7K – – –
SIS
664
Strategic Investment Solutions
Illinois
$15.6K -$2.02K -25 -11%
HPC
665
HM Payson & Co
Maine
$15.6K – – –
SA
666
SRH Advisors
Kansas
$15.6K – – –
MAS
667
MPWM Advisory Solutions
Georgia
$15.2K -$2.43K -30 -13%
GWSG
668
GPS Wealth Strategies Group
Colorado
$15.2K – – –
CIA
669
Cape Investment Advisory
Georgia
$15K +$15.5K +192 New
PSFG
670
Park Square Financial Group
Georgia
$14.8K +$2.27K +28 +17%
MSG
671
Main Street Group
Virginia
$14.4K – – –
GA
672
GoalVest Advisory
New York
$14.1K – – –
LI
673
LRI Investments
Florida
$13.3K – – –
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$12.9K +$2.43K +30 +22%
FMP
675
Financial Management Professionals
Texas
$10.6K +$566 +7 +5%
25 26
27
28 29