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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1026
Synergy Investment Management
Florida
$7.72K -$2.14K -59 -17%
KAS
1027
Kemnay Advisory Services
New York
$7.69K -$109 -3 -1%
VWA
1028
VSM Wealth Advisory
Maryland
$7.5K – – –
CPG
1029
Cornerstone Planning Group
New Jersey
$7.46K -$4.72K -130 -35%
MS
1030
Monetary Solutions
Ohio
$7.39K – – –
SL
1031
Salomon & Ludwin
Virginia
$7.35K -$2.25K -62 -19%
MA
1032
Montag & Associates
Georgia
$7.03K – – –
BBPWM
1033
Blue Bell Private Wealth Management
Pennsylvania
$7K +$2.25K +62 +32%
S
1034
Sachetta
Massachusetts
$6.73K +$218 +6 +3%
CFSG
1035
Community Financial Services Group
Vermont
$6.62K – – –
ADL
1036
Asset Dedication LLC
California
$6.46K – – –
EAM
1037
Eukles Asset Management
Ohio
$6.43K – – –
KOCAA
1038
Knights of Columbus Asset Advisors
Connecticut
$6.43K – – –
PAI
1039
Pittenger & Anderson Inc
Nebraska
$6.43K – – –
CIA
1040
Cape Investment Advisory
Georgia
$6.32K +$8.38K +231 New
MSG
1041
Main Street Group
Virginia
$6.21K – – –
FIM
1042
FWL Investment Management
Texas
$6.16K +$8.17K +225 New
MAFA
1043
MJT & Associates Financial Advisory
Minnesota
$6.07K – – –
SWA
1044
Strategic Wealth Advisors
Arizona
$6K – – –
UIA
1045
Ulland Investment Advisors
Minnesota
$6K – – –
FP
1046
Financial Perspectives
Minnesota
$5.96K – – –
NECFA
1047
New England Capital Financial Advisors
Connecticut
$5.94K +$73 +2 +0.9%
CW
1048
CrossGen Wealth
North Carolina
$5.94K – – –
GK
1049
Graney & King
New York
$5.94K – – –
BFS
1050
Bare Financial Services
Pennsylvania
$5.83K -$22.7K -626 -75%