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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
751
Glassman Wealth Services
Virginia
$9K +$3.6K +75 +71%
CCA
752
Column Capital Advisors
Indiana
$9K +$4.23K +88 +92%
CPFP
753
Clear Perspectives Financial Planning
Ohio
$9K +$8.74K +182 New
PWP
754
Personal Wealth Partners
Minnesota
$9K +$8.74K +182 New
HF
755
Halpern Financial
Virginia
$8.52K – – –
GWMIA
756
Global Wealth Management Investment Advisory
Florida
$8K -$1.34K -28 -15%
COCM
757
Charter Oak Capital Management
New Hampshire
$8K -$913 -19 -10%
DOA
758
D'Orazio & Associates
Virginia
$8K – – –
FI
759
FormulaFolio Investments
Michigan
$8K – – –
GA
760
GoalVest Advisory
New York
$8K – – –
GKIM
761
GW&K Investment Management
Massachusetts
$8K – – –
PWMG
762
Prestige Wealth Management Group
New Jersey
$8K – – –
EBA
763
Eagle Bay Advisors
New York
$8K +$7.69K +160 New
HC
764
Hoese & Co
Minnesota
$8K +$7.69K +160 New
LPWM
765
Lake Point Wealth Management
Texas
$7K +$6.54K +136 New
TAM
766
Tucker Asset Management
Colorado
$6.69K +$6.44K +134 New
AW
767
Avion Wealth
Texas
$6K -$3.84K -80 -40%
CCM
768
Cribstone Capital Management
Maine
$6K – – –
GAM
769
Gemmer Asset Management
California
$6K – – –
IAS
770
IMA Advisory Services
Colorado
$6K – – –
MFM
771
MD Financial Management
Ontario, Canada
$6K – – –
MRCM
772
M&R Capital Management
New Jersey
$6K – – –
SNT
773
Security National Trust
West Virginia
$6K – – –
VCM
774
Vigilant Capital Management
Maine
$6K – – –
SWA
775
Sutton Wealth Advisors
Florida
$5.54K – – –