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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
601
Tortoise Investment Management
New York
$2.93K +$2.71K +12 New
WIA
602
Wetzel Investment Advisors
Indiana
$2.71K – – –
SL
603
Salomon & Ludwin
Virginia
$2.68K – – –
ZB
604
Zions Bancorporation
Utah
$2.68K – – –
HCP
605
Hexagon Capital Partners
Arkansas
$2.68K +$2.48K +11 New
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$2.2K -$226 -1 -10%
SIC
607
SJS Investment Consulting
Ohio
$2.2K +$226 +1 +13%
ADL
608
Asset Dedication LLC
California
$2K – – –
AW
609
Avion Wealth
Texas
$2K – – –
JGIA
610
Jackson Grant Investment Advisers
Connecticut
$1.71K – – –
DF
611
Dunhill Financial
United Kingdom
$1.62K +$226 +1 +17%
LIM
612
Longfellow Investment Management
Massachusetts
$1.46K – – –
PWA
613
Provenance Wealth Advisors
Florida
$1.46K – – –
S
614
Sachetta
Massachusetts
$1.3K – – –
GI
615
Gradient Investments
Minnesota
$1.22K -$2.71K -12 -71%
CCM
616
Chilton Capital Management
Texas
$977 – – –
VWA
617
Valued Wealth Advisors
Utah
$733 – – –
TFM
618
TFC Financial Management
Massachusetts
$733 +$226 +1 +50%
TWD
619
True Wealth Design
Ohio
$733 +$226 +1 +50%
CSWM
620
Cassady Schiller Wealth Management
Ohio
$732 +$678 +3 New
RCM
621
Raleigh Capital Management
North Carolina
$488 +$452 +2 New
AF
622
Advisornet Financial
Minnesota
$244 -$2.26K -10 -91%
TWP
623
TFO Wealth Partners
Ohio
$244 – – –
AFWM
624
Abich Financial Wealth Management
Virginia
$244 +$226 +1 New
AssetMark Inc
625
AssetMark Inc
California
$244 +$226 +1 New