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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1076
Bollard Group
Massachusetts
$6K +$65 +2 +1%
CWA
1077
Clearview Wealth Advisors
Oregon
$5K -$7.06K -216 -64%
BWP
1078
Baldwin Wealth Partners
Massachusetts
$5K – – –
MAWCM
1079
Mine & Arao Wealth Creation & Management
California
$5K – – –
CSB
1080
City State Bank
Iowa
$5K +$4.19K +128 New
AA
1081
Ancora Advisors
Ohio
$4K – – –
AFS
1082
Annapolis Financial Services
Maryland
$4K – – –
FEG
1083
Financial Enhancement Group
Indiana
$4K – – –
TIM
1084
Tortoise Investment Management
New York
$4K – – –
TLFA
1085
True Link Financial Advisors
California
$4K – – –
TFGT
1086
TS Financial Group (TSFG)
Illinois
$4K – – –
CCM
1087
Copeland Capital Management
Pennsylvania
$4K +$3.17K +97 New
CSWM
1088
Cassady Schiller Wealth Management
Ohio
$4K +$3.6K +110 New
SC
1089
Stephens Consulting
Michigan
$3.77K +$3.27K +100 New
SSC
1090
Syverson Strege & Co
Iowa
$3K -$6.25K -191 -70%
HFA
1091
HC Financial Advisors
California
$3K – – –
IHWM
1092
Iron Horse Wealth Management
Iowa
$3K – – –
VCM
1093
Vigilant Capital Management
Maine
$3K – – –
KFP
1094
KB Financial Partners
New Jersey
$3K +$2.26K +69 New
AP
1095
Arlington Partners
Alabama
$3K +$2.81K +86 New
SC
1096
Schubert & Co
Texas
$3K +$2.88K +88 New
AWMS
1097
Advocacy Wealth Management Services
Georgia
$2K – – –
AW
1098
Alaethes Wealth
Nevada
$2K – – –
CB
1099
CNB Bank
Pennsylvania
$2K – – –
FBT
1100
First Bank & Trust
South Dakota
$2K – – –