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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1026
Montag & Associates
Georgia
$7.03K
BBPWM
1027
Blue Bell Private Wealth Management
Pennsylvania
$7K +$2.25K +62 +32%
S
1028
Sachetta
Massachusetts
$6.73K +$218 +6 +3%
CFSG
1029
Community Financial Services Group
Vermont
$6.62K
ADL
1030
Asset Dedication LLC
California
$6.46K
EAM
1031
Eukles Asset Management
Ohio
$6.43K
KOCAA
1032
Knights of Columbus Asset Advisors
Connecticut
$6.43K
PAI
1033
Pittenger & Anderson Inc
Nebraska
$6.43K
CIA
1034
Cape Investment Advisory
Georgia
$6.32K +$8.38K +231 New
MSG
1035
Main Street Group
Virginia
$6.21K
FIM
1036
FWL Investment Management
Texas
$6.16K +$8.17K +225 New
MAFA
1037
MJT & Associates Financial Advisory
Minnesota
$6.07K
SWA
1038
Strategic Wealth Advisors
Arizona
$6K
UIA
1039
Ulland Investment Advisors
Minnesota
$6K
FP
1040
Financial Perspectives
Minnesota
$5.96K
NECFA
1041
New England Capital Financial Advisors
Connecticut
$5.94K +$73 +2 +0.9%
CW
1042
CrossGen Wealth
North Carolina
$5.94K
GK
1043
Graney & King
New York
$5.94K
BFS
1044
Bare Financial Services
Pennsylvania
$5.83K -$22.7K -626 -75%
FMP
1045
Financial Management Professionals
Texas
$5.72K +$4.83K +133 +175%
LHEI
1046
Leo H. Evart Inc
California
$5.66K +$73 +2 +1%
NOI
1047
Newton One Investments
Delaware
$5.63K +$109 +3 +1%
MP
1048
McDonald Partners
Ohio
$5.55K +$7.37K +203 New
BT
1049
Banque Transatlantique
France
$5.55K
VWM
1050
Vermillion Wealth Management
Minnesota
$5.48K -$1.42K -39 -16%