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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Column Capital Advisors
Indiana
$9K +$4.23K +88 +92%
CPFP
752
Clear Perspectives Financial Planning
Ohio
$9K +$8.74K +182 New
PWP
753
Personal Wealth Partners
Minnesota
$9K +$8.74K +182 New
HF
754
Halpern Financial
Virginia
$8.52K
GWMIA
755
Global Wealth Management Investment Advisory
Florida
$8K -$1.34K -28 -15%
COCM
756
Charter Oak Capital Management
New Hampshire
$8K -$913 -19 -10%
DOA
757
D'Orazio & Associates
Virginia
$8K
FI
758
FormulaFolio Investments
Michigan
$8K
GA
759
GoalVest Advisory
New York
$8K
GKIM
760
GW&K Investment Management
Massachusetts
$8K
PWMG
761
Prestige Wealth Management Group
New Jersey
$8K
EBA
762
Eagle Bay Advisors
New York
$8K +$7.69K +160 New
HC
763
Hoese & Co
Minnesota
$8K +$7.69K +160 New
LPWM
764
Lake Point Wealth Management
Texas
$7K +$6.54K +136 New
TAM
765
Tucker Asset Management
Colorado
$6.69K +$6.44K +134 New
AW
766
Avion Wealth
Texas
$6K -$3.84K -80 -40%
CCM
767
Cribstone Capital Management
Maine
$6K
GAM
768
Gemmer Asset Management
California
$6K
IAS
769
IMA Advisory Services
Colorado
$6K
MFM
770
MD Financial Management
Ontario, Canada
$6K
MRCM
771
M&R Capital Management
New Jersey
$6K
SNT
772
Security National Trust
West Virginia
$6K
VCM
773
Vigilant Capital Management
Maine
$6K
SWA
774
Sutton Wealth Advisors
Florida
$5.54K
NC
775
NewSquare Capital
Pennsylvania
$5K