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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
501
Hanson & Doremus Investment Management
Vermont
$4K
TFGT
502
TS Financial Group (TSFG)
Illinois
$4K
GSWM
503
Golden State Wealth Management
California
$3.98K
PK
504
Pflug Koory
Nebraska
$3.88K
IWM
505
Inlight Wealth Management
Georgia
$3.75K
DWM
506
Darwin Wealth Management
Florida
$3.74K
KA
507
Kozak & Associates
Colorado
$3.62K
RCM
508
Richardson Capital Management
Wisconsin
$3.59K
WFA
509
West Financial Advisors
Iowa
$3.56K
CT
510
Clearstead Trust
Maine
$3.53K
CA
511
CoreCap Advisors
Michigan
$3.51K -$2.12K -78 -37%
1IA
512
1620 Investment Advisors
Massachusetts
$3.51K -$1.38K -51 -28%
CLOS
513
Compagnie Lombard Odier SCmA
Switzerland
$3.43K
BFPW
514
BOK Financial Private Wealth
Colorado
$3.37K
AAG
515
Armstrong Advisory Group
Massachusetts
$3.32K -$6.32K -233 -65%
AT
516
Avalon Trust
New Mexico
$3.32K
HHGA
517
Halbert Hargrove Global Advisors
California
$3.32K
RA
518
Ransom Advisory
Rhode Island
$3.32K
TAM
519
Tucker Asset Management
Colorado
$3.29K +$3.36K +124 New
MWA
520
Medallion Wealth Advisors
Connecticut
$3.24K
BTD
521
BankPlus Trust Department
Mississippi
$3.19K
B
522
Bayban
Minnesota
$3.19K +$3.25K +120 New
BFP
523
Birchwood Financial Partners
Minnesota
$3.19K +$3.25K +120 New
UFPG
524
United Financial Planning Group
New York
$3.11K -$136 -5 -4%
DWM
525
Dogwood Wealth Management
Kansas
$3.08K