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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
701
Osbon Capital Management
Massachusetts
$3.21K +$3.25K +47 New
EPAM
702
Evelyn Partners Asset Management
$3.08K
GIA
703
GHP Investment Advisors
Colorado
$3.01K
MI
704
Motiv8 Investments
Florida
$3K +$3.04K +44 New
TPBG
705
Turning Point Benefit Group
Maryland
$2.94K +$277 +4 +10%
CHC
706
City Holding Co
West Virginia
$2.74K
TFA
707
Transamerica Financial Advisors
Florida
$2.74K +$1.11K +16 +67%
CPG
708
Cornerstone Planning Group
New Jersey
$2.64K -$830 -12 -20%
WB
709
Webster Bank
Connecticut
$2.46K
JWA
710
JFS Wealth Advisors
Pennsylvania
$2.39K +$1.18K +17 +94%
GEA
711
Glen Eagle Advisors
New Jersey
$2.26K -$5.19K -75 -69%
AG
712
AmeriFlex Group
Nevada
$2.19K -$2.21K -32 -50%
NS
713
NBC Securities
Alabama
$2.12K
ACM
714
Anfield Capital Management
California
$2.05K
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
AW
716
Avion Wealth
Texas
$2K +$692 +10 +40%
VR
717
Vision Retirement
New Jersey
$1.98K +$2K +29 New
BFS
718
Bare Financial Services
Pennsylvania
$1.98K -$1.73K -25 -46%
PPC
719
Park Place Capital
Alabama
$1.85K
LWMI
720
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.87K +27 New
CWA
721
Carolina Wealth Advisors
South Carolina
$1.78K +$1.8K +26 New
OC
722
Optima Capital
Oregon
$1.78K +$1.8K +26 New
SRCM
723
Signature Resources Capital Management
California
$1.78K +$1.8K +26 New
RWS
724
Retirement Wealth Solutions
Wisconsin
$1.64K -$1.31K -19 -44%
AP
725
Aspect Partners
Virginia
$1.64K