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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
651
Copeland Capital Management
Pennsylvania
$4.71K +$4.21K +20 New
AWM
652
Abound Wealth Management
Tennessee
$4K +$842 +4 +31%
CCA
653
Column Capital Advisors
Indiana
$3.77K -$210 -1 -6%
HIA
654
Harbor Investment Advisory
Maryland
$3.77K
RTL
655
Red Tortoise LLC
Georgia
$3.77K
BWM
656
BerganKDV Wealth Management
Minnesota
$3.53K
DI
657
Disciplined Investments
Oklahoma
$3.06K
ANBT
658
American National Bank & Trust
Texas
$2.82K
GI
659
Gradient Investments
Minnesota
$2.59K -$631 -3 -21%
SIC
660
SJS Investment Consulting
Ohio
$2.35K -$1.05K -5 -33%
MA
661
MCF Advisors
Kentucky
$2.35K
CMP
662
Coston McIsaac & Partners
Maine
$2K
BG
663
Bollard Group
Massachusetts
$2K +$2.1K +10 New
QC
664
Quent Capital
New York
$1.88K
SOW
665
State of Wyoming
Wyoming
$1.88K +$421 +2 +33%
PWMG
666
Prestige Wealth Management Group
New Jersey
$1.65K
TFM
667
TFC Financial Management
Massachusetts
$1.42K -$421 -2 -25%
CWC
668
Carolinas Wealth Consulting
North Carolina
$1.41K
NSIM
669
North Star Investment Management
Illinois
$1.41K
CA
670
Centerpoint Advisors
Massachusetts
$1K
TFA
671
Transamerica Financial Advisors
Florida
$1K +$210 +1 New
BF
672
BOK Financial
Oklahoma
$941 -$2.53K -12 -75%
JGIA
673
Jackson Grant Investment Advisers
Connecticut
$941
LSA
674
Leonteq Securities AG
Switzerland
$471 -$1.89K -9 -82%
DWA
675
Delos Wealth Advisors
Texas
$471