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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K
HI
1302
Hoey Investments
Pennsylvania
$17K
OLVIG
1303
Oliver Lagore Vanvalin Investment Group
Michigan
$16K -$1.68K -12 -9%
WA
1304
Win Advisors
Florida
$16K +$5.88K +42 +49%
ETI
1305
Enterprise Trust & Investment
California
$16K +$17.9K +128 New
FP
1306
Financial Perspectives
Minnesota
$15.6K
TF
1307
TimeScale Financial
Massachusetts
$15K -$8.39K -60 -33%
GWMI
1308
Guardian Wealth Management (Illinois)
Illinois
$15K -$280 -2 -2%
CM
1309
Cornerstone Management
Georgia
$14.2K
ODG
1310
O'Dell Group
Ohio
$14K
TIM
1311
Tortoise Investment Management
New York
$14K
WB
1312
West Bancorporation
Iowa
$14K
CCA
1313
Column Capital Advisors
Indiana
$13K
LS
1314
Leelyn Smith
Illinois
$13K
SC
1315
Siena Capital
Ohio
$13K
VNA
1316
Valley National Advisers
Pennsylvania
$13K
RWM
1317
Raffa Wealth Management
District of Columbia
$12.5K
Loomis, Sayles & Company
1318
Loomis, Sayles & Company
Massachusetts
$12K -$2.1K -15 -14%
SWA
1319
SOA Wealth Advisors
New York
$12K
BIA
1320
Bell Investment Advisors
California
$12K +$13.6K +97 New
LFG
1321
Larson Financial Group
Missouri
$12K +$13.7K +98 New
JFA
1322
JNBA Financial Advisors
Minnesota
$11K -$13.3K -95 -51%
HWM
1323
HighMark Wealth Management
Minnesota
$11K -$280 -2 -2%
AWM
1324
Atticus Wealth Management
Florida
$11K -$140 -1 -1%
LWP
1325
Lumature Wealth Partners
Georgia
$10K -$6.01K -43 -34%