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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Compass Wealth Management
Connecticut
$16.1K +$12.9K +364 +455%
NIC
752
Northwest Investment Counselors
Oregon
$15.2K +$710 +20 +5%
AFIA
753
America First Investment Advisors
Nebraska
$14.5K – – –
AWM
754
Atticus Wealth Management
Florida
$14.5K – – –
GWMI
755
Guardian Wealth Management (Illinois)
Illinois
$14.5K -$5.18K -146 -27%
SWM
756
Sugarloaf Wealth Management
Georgia
$14K +$35 +1 +0.3%
DJSG
757
D.J. St. Germain
Massachusetts
$14K – – –
BFP
758
Briaud Financial Planning
Texas
$14K +$14.4K +406 New
MA
759
MCF Advisors
Kentucky
$13.9K – – –
MCM
760
Manchester Capital Management
Vermont
$13.8K -$639 -18 -5%
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K – – –
GI
762
Gradient Investments
Minnesota
$13.1K +$1.03K +29 +9%
LF
763
Lee Financial
Texas
$13.1K – – –
NCM
764
Northwest Capital Management
Oregon
$11.6K – – –
FPFS
765
First Personal Financial Services
North Carolina
$11.3K – – –
CT
766
Cambridge Trust
Massachusetts
$11.2K – – –
BCMLT
767
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K – – –
FFC
768
First Financial Corp
Indiana
$10.6K – – –
WB
769
Webster Bank
Connecticut
$10.1K – – –
HCM
770
Hollencrest Capital Management
California
$10K – – –
FIA
771
FNY Investment Advisers
New York
$10K -$7.1K -200 -40%
ADL
772
Asset Dedication LLC
California
$10K – – –
AW
773
Avion Wealth
Texas
$10K – – –
CA
774
Crewe Advisors
Utah
$9.57K – – –
BWAM
775
Boyd Watterson Asset Management
Ohio
$9.1K – – –