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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
801
Bartlett & Co Wealth Management
Ohio
$70.4K
PWAM
802
Private Wealth Asset Management
Iowa
$70K
DIP
803
DT Investment Partners
Pennsylvania
$69.8K
PIP
804
Philadelphia Investment Partners
New Jersey
$69.7K
DJSG
805
D.J. St. Germain
Massachusetts
$69.7K +$14K +265 +25%
CT
806
Clearstead Trust
Maine
$68.4K
B
807
Bayban
Minnesota
$66.7K
LI
808
LRI Investments
Florida
$63.7K -$60K -1,134 -48%
AIM
809
Axiom Investment Management
New York
$62.9K -$12.7K -240 -17%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.5K
SL
811
Salomon & Ludwin
Virginia
$61.3K -$26.5K -502 -30%
CTA
812
Colonial Trust Advisors
South Carolina
$60.5K
HWA
813
HHM Wealth Advisors
Tennessee
$60.4K +$11.9K +225 +24%
FWA
814
Flagship Wealth Advisors
Massachusetts
$59.7K +$952 +18 +2%
EWM
815
Evermay Wealth Management
Virginia
$58K +$47.8K +904 +457%
MCM
816
Manchester Capital Management
Vermont
$57.5K
QWM
817
Quaker Wealth Management
New Jersey
$55.8K +$10.6K +200 +23%
BWA
818
Basecamp Wealth Advisors
Washington
$55.8K -$740 -14 -1%
1M
819
1248 Management
Missouri
$55.7K
PCA
820
Providence Capital Advisors
North Carolina
$54.1K +$54.6K +1,033 New
TCOV
821
Trust Company of Vermont
Vermont
$53.6K +$54.1K +1,023 New
PWA
822
Physician Wealth Advisors
Utah
$53K +$1K +19 +2%
TWD
823
True Wealth Design
Ohio
$52.7K +$2.91K +55 +6%
CT
824
Colonial Trust
South Carolina
$52.4K -$370K -7,000 -88%
WIM
825
Westside Investment Management
California
$51.9K