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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$4.01K – – –
HDIM
502
Hanson & Doremus Investment Management
Vermont
$4K – – –
TFGT
503
TS Financial Group (TSFG)
Illinois
$4K – – –
GSWM
504
Golden State Wealth Management
California
$3.98K – – –
PK
505
Pflug Koory
Nebraska
$3.88K – – –
IWM
506
Inlight Wealth Management
Georgia
$3.75K – – –
DWM
507
Darwin Wealth Management
Florida
$3.74K – – –
KA
508
Kozak & Associates
Colorado
$3.62K – – –
RCM
509
Richardson Capital Management
Wisconsin
$3.59K – – –
WFA
510
West Financial Advisors
Iowa
$3.56K – – –
CT
511
Clearstead Trust
Maine
$3.53K – – –
CA
512
CoreCap Advisors
Michigan
$3.51K -$2.12K -78 -37%
1IA
513
1620 Investment Advisors
Massachusetts
$3.51K -$1.38K -51 -28%
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$3.43K – – –
BFPW
515
BOK Financial Private Wealth
Colorado
$3.37K – – –
AAG
516
Armstrong Advisory Group
Massachusetts
$3.32K -$6.32K -233 -65%
AT
517
Avalon Trust
New Mexico
$3.32K – – –
HHGA
518
Halbert Hargrove Global Advisors
California
$3.32K – – –
RA
519
Ransom Advisory
Rhode Island
$3.32K – – –
TAM
520
Tucker Asset Management
Colorado
$3.29K +$3.36K +124 New
MWA
521
Medallion Wealth Advisors
Connecticut
$3.24K – – –
BTD
522
BankPlus Trust Department
Mississippi
$3.19K – – –
B
523
Bayban
Minnesota
$3.19K +$3.25K +120 New
BFP
524
Birchwood Financial Partners
Minnesota
$3.19K +$3.25K +120 New
UFPG
525
United Financial Planning Group
New York
$3.11K -$136 -5 -4%