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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
776
Dogwood Wealth Management
Kansas
$1.51K +$898 +9 +129%
TSMHT
777
Thurston Springer Miller Herd & Titak
Indiana
$1.41K
NB
778
NBT Bank
New York
$1.32K +$1.4K +14 New
WA
779
WestEnd Advisors
North Carolina
$1.22K
CFM
780
Cornerstone Financial Management
Massachusetts
$1.22K +$499 +5 +63%
VWM
781
Vermillion Wealth Management
Minnesota
$1.22K +$1.3K +13 New
SIS
782
Sound Income Strategies
Florida
$1.04K +$1.1K +11 New
SWM
783
SHP Wealth Management
Massachusetts
$941 -$1.4K -14 -58%
CJ
784
Caitlin John
Michigan
$941
HFS
785
Hughes Financial Services
Virginia
$941 +$200 +2 +25%
OA
786
Operose Advisors
Wisconsin
$941 +$998 +10 New
PMFA
787
Plante Moran Financial Advisors
Michigan
$941 +$998 +10 New
1CP
788
1015 Capital Partners
Pennsylvania
$847
HIA
789
HFM Investment Advisors
New Jersey
$847
CWP
790
Clark Wealth Partners
Illinois
$659
TFM
791
TFC Financial Management
Massachusetts
$659
FC
792
Financial Consulate
Maryland
$659 +$698 +7 New
NSIM
793
North Star Investment Management
Illinois
$659 +$698 +7 New
SIM
794
Synergy Investment Management
Florida
$659 +$698 +7 New
AP
795
Aspect Partners
Virginia
$565
APW
796
Atlantic Private Wealth
North Carolina
$471
APW
797
Aventura Private Wealth
Florida
$471
BHWM
798
Beaird Harris Wealth Management
Texas
$471
KG
799
Kilter Group
New York
$471
NL
800
NVWM LLC
Pennsylvania
$471