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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1201
Carolina Wealth Advisors
South Carolina
$6.99K
PS
1202
Planning Strategies
Pennsylvania
$6.81K +$6.75K +146 New
TVWM
1203
Tower View Wealth Management
Wisconsin
$6.66K +$46 +1 +0.7%
ACA
1204
American Capital Advisory
Idaho
$6.57K +$694 +15 +12%
KFP
1205
Kerr Financial Planning
California
$6.49K +$93 +2 +0%
IPS
1206
Investors Portfolio Services
Washington
$6.39K +$1.11K +24 +21%
APW
1207
Aventura Private Wealth
Florida
$6.29K
CTA
1208
Colonial Trust Advisors
South Carolina
$6.29K +$2.4K +52 +63%
HFS
1209
Hughes Financial Services
Virginia
$6.25K +$2.04K +44 +49%
VWA
1210
Valued Wealth Advisors
Utah
$6.24K -$3.52K -76 -36%
CFM
1211
Compass Financial Management
Florida
$5.78K +$5.74K +124 New
FAM
1212
Fulcrum Asset Management
United Kingdom
$5.75K +$5.64K +122 New
TIM
1213
Thompson Investment Management
Wisconsin
$5.04K
ABWM
1214
Alpine Bank Wealth Management
Colorado
$4.99K +$4.95K +107 New
FMP
1215
Financial Management Professionals
Texas
$4.94K +$2.45K +53 +100%
JSAM
1216
J. Safra Asset Management
New York
$4.89K
RIAS
1217
Rachor Investment Advisory Services
Michigan
$4.75K +$46 +1 +1%
MFS
1218
Montgomery Financial Services
Maryland
$4.66K +$4.63K +100 New
Kayne Anderson Rudnick Investment Management
1219
Kayne Anderson Rudnick Investment Management
California
$4.45K +$3.56K +77 +428%
PMIM
1220
Prudent Man Investment Management
Colorado
$4.36K
BSB
1221
Bangor Savings Bank
Maine
$4.2K
SRCM
1222
Signature Resources Capital Management
California
$4.2K +$2.54K +55 +157%
PAG
1223
Paladin Advisory Group
Iowa
$4.06K
CMP
1224
Coston McIsaac & Partners
Maine
$4K
PCM
1225
Penserra Capital Management
California
$4K