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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
501
Westside Investment Management
California
$8.12K – – –
VWA
502
VSM Wealth Advisory
Maryland
$8.01K +$8.32K +800 New
SN
503
Sittner & Nelson
Oregon
$7.82K – – –
TFA
504
Toth Financial Advisory
Virginia
$7.74K – – –
Vanguard National Trust
505
Vanguard National Trust
Pennsylvania
$7.39K +$7.68K +738 New
DIP
506
DT Investment Partners
Pennsylvania
$7.31K – – –
Geneos Wealth Management
507
Geneos Wealth Management
Colorado
$7.05K -$3.48K -334 -32%
FCG
508
Financial Connections Group
California
$7K – – –
PSB
509
Piscataqua Savings Bank
New Hampshire
$6.83K – – –
SHIM
510
Stone House Investment Management
Pennsylvania
$6.64K +$3.37K +324 +96%
BIA
511
Bell Investment Advisors
California
$6.61K +$3.48K +334 +102%
PWA
512
Physician Wealth Advisors
Utah
$6.39K +$468 +45 +8%
CWM
513
Cranbrook Wealth Management
Michigan
$6.37K – – –
FP
514
Financial Perspectives
Minnesota
$6.28K – – –
MB
515
MidFirst Bank
Oklahoma
$5.98K -$109K -10,462 -95%
MEG
516
Millstone Evans Group
Colorado
$5.93K – – –
SWP
517
Strategic Wealth Partners
Ohio
$5.88K +$270 +26 +5%
TWD
518
True Wealth Design
Ohio
$5.85K -$1.31K -126 -18%
WA
519
Whipplewood Advisors
Colorado
$5.77K +$5.99K +576 New
DJSG
520
D.J. St. Germain
Massachusetts
$5.52K – – –
AAG
521
Armstrong Advisory Group
Massachusetts
$5.38K -$7.28K -700 -42%
DWP
522
Destiny Wealth Partners
Florida
$5.21K +$5.42K +521 New
CTA
523
Colonial Trust Advisors
South Carolina
$5.2K – – –
SMBT
524
Southern Michigan Bank & Trust
Michigan
$5K +$5.2K +500 New
MCF Advisors
525
MCF Advisors
Kentucky
$4.8K – – –