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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
576
Flagship Wealth Advisors
Massachusetts
$452 – – –
LG
577
LAM Group
Oregon
$452 – – –
VWA
578
VSM Wealth Advisory
Maryland
$452 – – –
CPBTD
579
Central Pacific Bank - Trust Division
Hawaii
$452 +$498 +40 New
CAM
580
Costello Asset Management
Pennsylvania
$441 – – –
GLF
581
Groupe la Francaise
France
$428 – – –
QL
582
Quarry LP
New York
$418 -$90.5K -7,259 -99%
EWP
583
Elevation Wealth Partners
California
$418 – – –
SGK
584
Steigerwald Gordon & Koch
Virginia
$407 – – –
PWA
585
Physician Wealth Advisors
Utah
$396 +$386 +31 +775%
GJIA
586
Glass Jacobson Investment Advisors
Maryland
$385 – – –
CCMI
587
Creative Capital Management Investments
California
$385 +$424 +34 New
KA
588
Kozak & Associates
Colorado
$384 -$1.26K -101 -76%
PFSC
589
Peoples Financial Services Corp
Pennsylvania
$373 – – –
SWIM
590
Smallwood Wealth Investment Management
New Jersey
$373 – – –
SMBT
591
Southern Michigan Bank & Trust
Michigan
$362 – – –
OAG
592
Oakmont Advisory Group
New Mexico
$362 +$399 +32 New
CFSG
593
Community Financial Services Group
Vermont
$360 – – –
GCP
594
Gill Capital Partners
Colorado
$339 +$249 +20 +200%
PCFFS
595
Pacific Center for Financial Services
California
$328 – – –
RF
596
Rossby Financial
Florida
$317 -$7.86K -631 -96%
TCM
597
TD Capital Management
Tennessee
$317 – – –
SRCM
598
Signature Resources Capital Management
California
$317 +$50 +4 +17%
SHIM
599
Stone House Investment Management
Pennsylvania
$305 +$336 +27 New
BW
600
Basepoint Wealth
Iowa
$294 – – –