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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1501
Lowe Wealth Advisors
Maryland
$7.5K +$7.96K +32 New
SC
1502
Stephens Consulting
Michigan
$7.03K
MTIC
1503
Missouri Trust & Investment Company
Missouri
$6.56K
AF
1504
Atala Financial
California
$6.56K +$6.96K +28 New
SIC
1505
SJS Investment Consulting
Ohio
$6.33K +$4.23K +17 +170%
AW
1506
Avion Wealth
Texas
$6K -$1.24K -5 -16%
VWWMG
1507
Vermillion & White Wealth Management Group
Pennsylvania
$5.86K
BL
1508
BFSG LLC
California
$5.86K +$6.21K +25 New
EPAM
1509
Evelyn Partners Asset Management
$5.86K +$6.21K +25 New
CJH
1510
Christopher J. Hasenberg
Wisconsin
$5.62K
HWA
1511
HHM Wealth Advisors
Tennessee
$5.35K +$1.74K +7 +44%
CJ
1512
Caitlin John
Michigan
$5.16K
WA
1513
WPG Advisers
Maryland
$4.92K +$5.22K +21 New
PP
1514
Pacifica Partners
Canada
$4.85K
MWA
1515
Medallion Wealth Advisors
Connecticut
$4.82K +$4.72K +19 New
AP
1516
Aspect Partners
Virginia
$4.69K -$746 -3 -13%
KTC
1517
Kentucky Trust Company
Kentucky
$4.69K +$4.97K +20 New
VWA
1518
VSM Wealth Advisory
Maryland
$4.45K +$4.72K +19 New
SIM
1519
Synergy Investment Management
Florida
$4.22K +$4.47K +18 New
PWMG
1520
Private Wealth Management Group
New Jersey
$3.98K
KA
1521
Kozak & Associates
Colorado
$3.94K +$4.23K +17 New
VWA
1522
Valued Wealth Advisors
Utah
$3.82K -$497 -2 -11%
ECM
1523
Estabrook Capital Management
New York
$3.75K
WAS
1524
Winch Advisory Services
Wisconsin
$3.62K
NC
1525
NewSquare Capital
Pennsylvania
$3.52K +$3.73K +15 New