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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
551
Center for Financial Planning
Michigan
$1.66K +$1.63K +195 New
TAM
552
Tucker Asset Management
Colorado
$1.65K – – –
CAM
553
Chesapeake Asset Management
New York
$1.61K -$2.84K -340 -64%
SWM
554
Sugarloaf Wealth Management
Georgia
$1.6K – – –
CT
555
Cambridge Trust
Massachusetts
$1.57K -$836 -100 -35%
FSWA
556
Financial Synergies Wealth Advisors
Texas
$1.53K +$1.5K +180 New
VWM
557
Valley Wealth Managers
New Jersey
$1.49K – – –
PFBT
558
Parkside Financial Bank & Trust
Missouri
$1.27K -$2.51K -300 -67%
Washington Trust
559
Washington Trust
Rhode Island
$1.27K – – –
PCFFS
560
Pacific Center for Financial Services
California
$1.22K – – –
PA
561
PSI Advisors
Florida
$1.22K – – –
JPWM
562
Jamison Private Wealth Management
Georgia
$1.15K -$1.25K -150 -53%
GWMI
563
Guardian Wealth Management (Illinois)
Illinois
$1.14K -$460 -55 -29%
NC
564
NewSquare Capital
Pennsylvania
$1.14K – – –
CAM
565
Creekmur Asset Management
Illinois
$1.04K – – –
AW
566
Avion Wealth
Texas
$1K – – –
KFP
567
Keener Financial Planning
Texas
$1K – – –
TFA
568
Transamerica Financial Advisors
Florida
$1K – – –
CA
569
Crewe Advisors
Utah
$943 +$928 +111 New
AP
570
Aspect Partners
Virginia
$849 – – –
CPA
571
Clear Point Advisors
New York
$849 – – –
EL
572
EMFO LLC
Florida
$849 – – –
MCM
573
Manchester Capital Management
Vermont
$849 – – –
OC
574
Oakworth Capital
Alabama
$849 – – –
PCWA
575
Pacific Capital Wealth Advisors
California
$849 – – –