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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1201
Clearview Wealth Advisors
Oregon
$14K +$13.2K +256 New
BSSFA
1202
Baron Silver Stevens Financial Advisors
Florida
$14K +$13.5K +262 New
HWM
1203
Holloway Wealth Management
Florida
$13K
TFA
1204
Toth Financial Advisory
Virginia
$13K
FMTCOCP
1205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$11.9K +231 New
CAL
1206
Capital Analysts LLC
Pennsylvania
$12K -$15.1K -292 -58%
KFAA
1207
Klaas Financial Asset Advisors
Illinois
$11K +$10K +194 New
Loomis, Sayles & Company
1208
Loomis, Sayles & Company
Massachusetts
$11K +$10.6K +205 New
SFG
1209
Sage Financial Group
Pennsylvania
$10K
BWL
1210
Bogart Wealth LLC
Virginia
$9K
FMP
1211
Financial Management Professionals
Texas
$9K
PP
1212
Pacifica Partners
Canada
$9K
PCA
1213
Providence Capital Advisors
North Carolina
$9K
TIM
1214
Tortoise Investment Management
New York
$9K
TCWA
1215
Ten Capital Wealth Advisors
Washington
$9K +$8.57K +166 New
FFG
1216
Fortem Financial Group
California
$9K +$8.78K +170 New
MCM
1217
MV Capital Management
Maryland
$9K +$8.78K +170 New
BFG
1218
Baron Financial Group
New Jersey
$8.71K
CCA
1219
Column Capital Advisors
Indiana
$8K -$6.09K -118 -45%
CA
1220
Centerpoint Advisors
Massachusetts
$8K
DTIM
1221
Danda Trouve Investment Management
Kansas
$8K
RWG
1222
Regal Wealth Group
California
$8K +$103 +2 +1%
AWM
1223
Accel Wealth Management
Iowa
$8K +$7.02K +136 New
LGA
1224
Lebenthal Global Advisors
New York
$8K +$7.49K +145 New
GI
1225
GS Investments
Minnesota
$8K +$7.74K +150 New