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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
526
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.11K
HBW
527
Hazlett, Burt & Watson
West Virginia
$5K
CBT
528
Crews Bank & Trust
Florida
$4.8K +$4.63K +125 New
NMG
529
New Millennium Group
Utah
$4.3K
WCM
530
Westend Capital Management
California
$4.15K
TFGT
531
TS Financial Group (TSFG)
Illinois
$4K
PMFA
532
Plante Moran Financial Advisors
Michigan
$3.88K +$3.74K +101 New
PWA
533
Provenance Wealth Advisors
Florida
$3.84K
BWL
534
Bogart Wealth LLC
Virginia
$3.65K +$1.67K +45 +90%
MCM
535
Manchester Capital Management
Vermont
$3.57K
SIC
536
SJS Investment Consulting
Ohio
$3.19K -$1.96K -53 -39%
HPC
537
HM Payson & Co
Maine
$3.15K
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$2.5K
Nisa Investment Advisors
539
Nisa Investment Advisors
Missouri
$2.3K +$2.22K +60 New
SIS
540
Strategic Investment Solutions
Illinois
$2.13K +$2.59K +70 New
RS
541
Rakuten Securities
Japan
$2.07K +$2K +54 New
TIAAOA
542
Teachers Insurance & Annuity Association of America
New York
$1.96K +$1.89K +51 New
TWD
543
True Wealth Design
Ohio
$1.77K +$185 +5 +12%
WA
544
WPG Advisers
Maryland
$1.73K +$1.67K +45 New
CA
545
Continuum Advisory
Idaho
$1.46K
VWA
546
Valued Wealth Advisors
Utah
$1.38K
CTC
547
Central Trust Company
Missouri
$1.34K
WA
548
Whipplewood Advisors
Colorado
$1.34K +$1.29K +35 New
OC
549
Oakworth Capital
Alabama
$1.3K
FGC
550
Financial Gravity Companies
Texas
$1.19K +$555 +15 +94%