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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1026
Avion Wealth
Texas
$5K
CCM
1027
Cloud Capital Management
Washington
$5K +$5.46K +9 New
WA
1028
Westfuller Advisors
New York
$4.56K +$4.25K +7 New
ADL
1029
Asset Dedication LLC
California
$4.55K +$4.25K +7 New
VNA
1030
Valley National Advisers
Pennsylvania
$4K
VWA
1031
Valued Wealth Advisors
Utah
$3.9K +$607 +1 +20%
AWM
1032
Activest Wealth Management
Florida
$3.9K
AA
1033
Ancora Advisors
Ohio
$3.9K
BAM
1034
Byrne Asset Management
New Jersey
$3.9K
HFS
1035
Hughes Financial Services
Virginia
$3.28K
PPA
1036
Painted Porch Advisors
California
$3.25K
CMA
1037
Cedar Mountain Advisors
Oregon
$3.25K +$3.03K +5 New
MAM
1038
Marquette Asset Management
Minnesota
$3.25K +$3.03K +5 New
BHWM
1039
Bay Harbor Wealth Management
Maryland
$3.25K +$1.82K +3 +150%
RF
1040
Rossby Financial
Florida
$2.62K
HIA
1041
HFM Investment Advisors
New Jersey
$2.6K
OP
1042
ORG Partners
Indiana
$2.6K
TIM
1043
Tortoise Investment Management
New York
$2.6K +$607 +1 +33%
CAL
1044
Capital Advisors Ltd
Ohio
$2K
PMAM
1045
Picton Mahoney Asset Management
Ontario, Canada
$2K
ACM
1046
Anfield Capital Management
California
$1.95K +$1.82K +3 New
AP
1047
Aspect Partners
Virginia
$1.95K +$1.82K +3 New
PMFA
1048
Plante Moran Financial Advisors
Michigan
$1.95K +$1.82K +3 New
HWA
1049
HHM Wealth Advisors
Tennessee
$1.3K
BHWM
1050
Beaird Harris Wealth Management
Texas
$1.3K +$1.21K +2 New