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Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
Montag & Associates
Georgia
$2.61K – – –
RF
627
Roxbury Financial
New Jersey
$2.45K – – –
WIM
628
Westside Investment Management
California
$2.45K – – –
FPF
629
First Pacific Financial
Washington
$2.45K +$461 +3 +25%
AFG
630
Albion Financial Group
Utah
$2.13K – – –
BWL
631
Bogart Wealth LLC
Virginia
$2.13K +$922 +6 +86%
IWS
632
Intentional Wealth Strategies
Colorado
$2.13K +$2K +13 New
IAS
633
IMA Advisory Services
Colorado
$1.96K -$1.84K -12 -50%
HFS
634
Hughes Financial Services
Virginia
$1.96K +$1.08K +7 +140%
AWM
635
Activest Wealth Management
Florida
$1.8K -$7.23K -47 -81%
MFT
636
Moisand Fitzgerald Tamayo
Florida
$1.64K – – –
EP
637
Essential Partners
California
$1.64K -$8.92K -58 -85%
NSIM
638
North Star Investment Management
Illinois
$1.64K -$154 -1 -9%
HWP
639
Highline Wealth Partners
California
$1.64K +$1.23K +8 +400%
CJ
640
Caitlin John
Michigan
$1.64K +$1.54K +10 New
PWA
641
Principia Wealth Advisory
Texas
$1.47K -$461 -3 -25%
AUB
642
Atlantic Union Bankshares
Virginia
$1.47K – – –
MG
643
Mather Group
Illinois
$1.47K +$1.38K +9 New
SWP
644
Strategic Wealth Partners
Ohio
$1.47K +$1.38K +9 New
MCM
645
MV Capital Management
Maryland
$1.31K -$769 -5 -38%
FCAS
646
First Command Advisory Services
Texas
$1.31K – – –
SIC
647
SJS Investment Consulting
Ohio
$1.15K -$1.08K -7 -50%
SC
648
SouthState Corp
Florida
$1.15K -$307 -2 -22%
VNA
649
Valley National Advisers
Pennsylvania
$1K -$5.84K -38 -76%
ACA
650
American Capital Advisory
Idaho
$982 -$154 -1 -14%