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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
901
Clearview Wealth Advisors
Oregon
$15K +$14.8K +66 New
BFC
902
Bedel Financial Consulting
Indiana
$14K
SIS
903
Sound Income Strategies
Florida
$14K
KPCM
904
Kings Point Capital Management
New York
$14K +$14.2K +63 New
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$14K +$14.2K +63 New
SSB
906
Sandy Spring Bank
Maryland
$14K +$14.6K +65 New
MCM
907
Manchester Capital Management
Vermont
$13K +$674 +3 +5%
CL
908
COWA LLC
Oklahoma
$13K +$11.2K +50 New
PP
909
Pacifica Partners
Canada
$12K +$11.2K +50 New
KFS
910
Kelly Financial Services
Massachusetts
$11.1K
MSFP
911
Mark Sheptoff Financial Planning
Connecticut
$11K
FHA
912
First Horizon Advisors
Tennessee
$11K +$6.74K +30 +143%
1IA
913
1834 Investment Advisors
Wisconsin
$11K +$11.2K +50 New
LWANC
914
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11.2K +50 New
TCOV
915
Trust Company of Vermont
Vermont
$10K
AssetMark Inc
916
AssetMark Inc
California
$10K +$9.66K +43 New
KTC
917
Kistler-Tiffany Companies
Pennsylvania
$9K +$7.64K +34 +680%
AFG
918
Albion Financial Group
Utah
$9K +$8.76K +39 New
CT
919
Clearstead Trust
Maine
$9K +$9.43K +42 New
WAS
920
Winch Advisory Services
Wisconsin
$8K -$8.31K -37 -51%
TFO
921
Tarbox Family Office
California
$8K +$3.37K +15 +79%
RIM
922
Rockbridge Investment Management
New York
$8K +$5.62K +25 +250%
ONST
923
Old North State Trust
North Carolina
$8K +$7.64K +34 New
BWM
924
Baystate Wealth Management
Massachusetts
$8K +$8.31K +37 New
CWA
925
Carolina Wealth Advisors
South Carolina
$7K +$6.74K +30 New