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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
776
Cornerstone Planning Group
New Jersey
$1.56K +$1.1K +11 +220%
BWL
777
Bogart Wealth LLC
Virginia
$1.51K +$798 +8 +100%
DWM
778
Dogwood Wealth Management
Kansas
$1.51K +$898 +9 +129%
TSMHT
779
Thurston Springer Miller Herd & Titak
Indiana
$1.41K – – –
NB
780
NBT Bank
New York
$1.32K +$1.4K +14 New
WA
781
WestEnd Advisors
North Carolina
$1.22K – – –
CFM
782
Cornerstone Financial Management
Massachusetts
$1.22K +$499 +5 +63%
VWM
783
Vermillion Wealth Management
Minnesota
$1.22K +$1.3K +13 New
SIS
784
Sound Income Strategies
Florida
$1.04K +$1.1K +11 New
SWM
785
SHP Wealth Management
Massachusetts
$941 -$1.4K -14 -58%
CJ
786
Caitlin John
Michigan
$941 – – –
HFS
787
Hughes Financial Services
Virginia
$941 +$200 +2 +25%
OA
788
Operose Advisors
Wisconsin
$941 +$998 +10 New
PMFA
789
Plante Moran Financial Advisors
Michigan
$941 +$998 +10 New
1CP
790
1015 Capital Partners
Pennsylvania
$847 – – –
HIA
791
HFM Investment Advisors
New Jersey
$847 – – –
CWP
792
Clark Wealth Partners
Illinois
$659 – – –
TFM
793
TFC Financial Management
Massachusetts
$659 – – –
FC
794
Financial Consulate
Maryland
$659 +$698 +7 New
NSIM
795
North Star Investment Management
Illinois
$659 +$698 +7 New
SIM
796
Synergy Investment Management
Florida
$659 +$698 +7 New
AP
797
Aspect Partners
Virginia
$565 – – –
APW
798
Atlantic Private Wealth
North Carolina
$471 – – –
APW
799
Aventura Private Wealth
Florida
$471 – – –
BHWM
800
Beaird Harris Wealth Management
Texas
$471 – – –