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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1651
Morse Asset Management
Connecticut
$5.57K – – –
RTC
1652
Riverview Trust Company
Washington
$5.57K – – –
TAP
1653
Tounjian Advisory Partners
Florida
$5.31K +$5K +19 New
HHCP
1654
Hilton Head Capital Partners
South Carolina
$5.29K -$714K -2,712 -99%
UFPG
1655
United Financial Planning Group
New York
$5.29K – – –
VWA
1656
VSM Wealth Advisory
Maryland
$5.29K – – –
PMFA
1657
Plante Moran Financial Advisors
Michigan
$5.29K +$5K +19 New
AW
1658
Ankerstar Wealth
Texas
$5.03K – – –
RFS
1659
Richardson Financial Services
Massachusetts
$5.01K -$1.05K -4 -18%
CI
1660
Clal Insurance
Israel
$5K -$527 -2 -11%
GIA
1661
GHP Investment Advisors
Colorado
$4.74K – – –
PWMG
1662
Private Wealth Management Group
New Jersey
$4.74K – – –
SHIM
1663
Stone House Investment Management
Pennsylvania
$4.74K – – –
CWP
1664
Concord Wealth Partners
Virginia
$4.74K +$4.48K +17 New
DF
1665
Dunhill Financial
United Kingdom
$4.6K -$527 -2 -11%
ECM
1666
Estabrook Capital Management
New York
$4.46K -$2.11K -8 -33%
LIM
1667
Longfellow Investment Management
Massachusetts
$4.46K – – –
FGC
1668
Financial Gravity Companies
Texas
$4.46K +$4.21K +16 New
WAS
1669
Winch Advisory Services
Wisconsin
$4.37K – – –
IW
1670
Imprint Wealth
South Carolina
$4.18K -$1.58K -6 -29%
WA
1671
WestEnd Advisors
North Carolina
$4.18K +$3.95K +15 New
VWA
1672
Valued Wealth Advisors
Utah
$3.99K – – –
CWP
1673
Clark Wealth Partners
Illinois
$3.63K – – –
PS
1674
Planning Strategies
Pennsylvania
$3.62K +$3.42K +13 New
ACA
1675
American Capital Advisory
Idaho
$3.34K +$263 +1 +9%