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Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Crewe Advisors
Utah
$10.2K
TFGT
777
TS Financial Group (TSFG)
Illinois
$10K
CPG
778
Cornerstone Planning Group
New Jersey
$10K +$1.65K +45 +20%
FFC
779
First Financial Corp
Indiana
$9.76K -$732 -20 -7%
CWC
780
Carolinas Wealth Consulting
North Carolina
$9.61K +$732 +20 +9%
FMP
781
Financial Management Professionals
Texas
$9.61K +$1.87K +51 +26%
CAM
782
Chesapeake Asset Management
New York
$9.61K
BWAM
783
Boyd Watterson Asset Management
Ohio
$9.49K
SWA
784
SOA Wealth Advisors
New York
$9.31K -$5.86K -160 -40%
PMFA
785
Plante Moran Financial Advisors
Michigan
$9.3K
Q1WB
786
Quest 10 Wealth Builders
Virginia
$9.28K -$2.05K -56 -19%
OC
787
Oakworth Capital
Alabama
$9.18K +$8.68K +237 New
CFS
788
CGC Financial Services
Oregon
$9.06K
MWA
789
Medallion Wealth Advisors
Connecticut
$8.63K
SHIM
790
Stone House Investment Management
Pennsylvania
$8.41K +$7.94K +217 New
CPA
791
Compass Planning Associates
Massachusetts
$8.31K +$73 +2 +0.9%
BI
792
Binnacle Investments
Iowa
$8.14K +$7.69K +210 New
ADL
793
Asset Dedication LLC
California
$7.9K
EWM
794
Evermay Wealth Management
Virginia
$7.75K
PP
795
Pingora Partners
Wyoming
$7.75K -$11K -300 -60%
AIC
796
Archer Investment Corporation
Indiana
$7.75K
PAM
797
Parvin Asset Management
South Dakota
$7.75K
UBP
798
Union Bancaire Privee
Switzerland
$7.09K
CCM
799
Chilton Capital Management
Texas
$6.97K
SWIM
800
Smallwood Wealth Investment Management
New Jersey
$6.89K +$6.52K +178 New