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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
801
Sound Income Strategies
Florida
$16K +$14.8K +64 New
EL
802
EMFO LLC
Florida
$16K +$15K +65 New
TWM
803
Tradition Wealth Management
Minnesota
$15K -$1.39K -6 -9%
TCOV
804
Trust Company of Vermont
Vermont
$15K
CBT
805
Central Bank & Trust
Kentucky
$14K +$13.4K +58 New
BWL
806
Bogart Wealth LLC
Virginia
$13K -$2.08K -9 -15%
APWA
807
Atlas Private Wealth Advisors
New Jersey
$13K
SWA
808
Sutton Wealth Advisors
Florida
$12.6K
FMP
809
Financial Management Professionals
Texas
$12K
HI
810
Hudock Inc
Pennsylvania
$12K
PMFA
811
Plante Moran Financial Advisors
Michigan
$11K
RA
812
Resolute Advisors
California
$9K
WPA
813
West Paces Advisors
Georgia
$8.97K
CWA
814
Carolina Wealth Advisors
South Carolina
$8K
Jones Financial Companies
815
Jones Financial Companies
Missouri
$8K
WB
816
Webster Bank
Connecticut
$8K
DAM
817
Delta Asset Management
Tennessee
$7K
MA
818
MUFG Americas
New York
$7K
PWMG
819
Prestige Wealth Management Group
New Jersey
$7K
TIM
820
Tortoise Investment Management
New York
$7K
TWA
821
TCI Wealth Advisors
Arizona
$7K +$924 +4 +17%
MCM
822
MV Capital Management
Maryland
$7K +$5.77K +25 +625%
FRA
823
Front Row Advisors
California
$6K
HWA
824
HHM Wealth Advisors
Tennessee
$6K
KFS
825
Kelly Financial Services
Massachusetts
$5.33K