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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1151
CBIZ Investment Advisory Services
Ohio
$6.86K +$6.38K +119 New
FFL
1152
Financial Freedom LLC
Ohio
$6.59K – – –
WBC
1153
West Branch Capital
Massachusetts
$6.36K – – –
PP
1154
PFS Partners
New Jersey
$6.24K +$54 +1 +0.9%
CYG
1155
Clean Yield Group
Vermont
$6.19K +$5.79K +108 New
PMFA
1156
Plante Moran Financial Advisors
Michigan
$6.17K – – –
TCOV
1157
Trust Company of Vermont
Vermont
$6.07K +$5.69K +106 New
AW
1158
Avion Wealth
Texas
$6K +$483 +9 +9%
PFG
1159
Peterson Financial Group
Iowa
$6K +$5.63K +105 New
WT
1160
Washington Trust
Rhode Island
$5.73K -$9.12K -170 -63%
AWM
1161
AllSquare Wealth Management
New York
$5.73K – – –
PA
1162
Pineridge Advisors
Missouri
$5.47K +$697 +13 +16%
RWA
1163
Redmont Wealth Advisors
Illinois
$5.27K – – –
CWC
1164
Carolinas Wealth Consulting
North Carolina
$5.04K +$805 +15 +21%
FMP
1165
Financial Management Professionals
Texas
$5K – – –
CWM
1166
CarsonAllaria Wealth Management
Illinois
$4.68K – – –
BC
1167
Barrett & Company
Rhode Island
$4.3K – – –
B
1168
Birchbrook
Maine
$3.96K – – –
CCM
1169
Copeland Capital Management
Pennsylvania
$3.95K +$3.7K +69 New
FFA
1170
Frazier Financial Advisors
Ohio
$3.9K -$18.2K -340 -83%
Capstone Investment Advisors
1171
Capstone Investment Advisors
New York
$3.84K -$925K -17,239 -100%
CAC
1172
Core Alternative Capital
Georgia
$3.78K – – –
FAM
1173
Flaharty Asset Management
Florida
$3.55K +$3.33K +62 New
SIM
1174
Studio Investment Management
Illinois
$3.5K – – –
AP
1175
Aspect Partners
Virginia
$3.09K – – –