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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1501
Abound Financial
California
$41.1K +$41.5K +156 New
CAL
1502
Capital Analysts LLC
Pennsylvania
$41K – – –
HC
1503
Hara Capital
Washington
$40.7K – – –
MEG
1504
Millstone Evans Group
Colorado
$39.4K – – –
BWL
1505
Bogart Wealth LLC
Virginia
$38.4K +$533 +2 +1%
FRA
1506
Front Row Advisors
California
$38.2K – – –
SL
1507
Salomon & Ludwin
Virginia
$37.1K -$16.2K -61 -30%
VWWMG
1508
Vermillion & White Wealth Management Group
Pennsylvania
$36.5K +$3.2K +12 +9%
NWM
1509
Navigoe Wealth Management
California
$35K – – –
RYIA
1510
Roehl & Yi Investment Advisors
Oregon
$34.9K -$533 -2 -0%
OAJ
1511
Ogorek Anthony Joseph
New York
$34K -$49.3K -185 -59%
GKIM
1512
GW&K Investment Management
Massachusetts
$34K -$533 -2 -2%
POIA
1513
Pin Oak Investment Advisors
Texas
$34K – – –
C
1514
Covestor
United Kingdom
$34K +$3.73K +14 +12%
CAL
1515
Capital Advisors Ltd
Ohio
$33K -$266 -1 -0.8%
JFGIW
1516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.9K -$15.2K -57 -31%
BIA
1517
Bell Investment Advisors
California
$32.3K +$9.05K +34 +38%
WW
1518
Winnow Wealth
Texas
$32.1K – – –
GWM
1519
Greenline Wealth Management
Florida
$32.1K +$32.5K +122 New
TCM
1520
TD Capital Management
Tennessee
$31.7K +$266 +1 +0.8%
CH
1521
Canton Hathaway
Rhode Island
$31.2K – – –
MCA
1522
Midwest Capital Advisors
Michigan
$31.2K – – –
TCM
1523
Tradewinds Capital Management
Washington
$31K +$29.3K +110 +1,375%
GBT
1524
Grove Bank & Trust
Florida
$30.5K – – –
SEP
1525
Signature Equity Partners
Ohio
$29.8K +$30.1K +113 New