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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
851
IMA Advisory Services
Colorado
$9.61K +$9.45K +43 New
GWM
852
Geneos Wealth Management
Colorado
$9.16K +$9.01K +41 New
RWM
853
Raffa Wealth Management
District of Columbia
$9.04K – – –
LFG
854
Larson Financial Group
Missouri
$8.74K +$220 +1 +3%
BFPW
855
BOK Financial Private Wealth
Colorado
$8.27K – – –
MRCM
856
M&R Capital Management
New Jersey
$8.27K – – –
CAM
857
Creekmur Asset Management
Illinois
$8.04K +$3.96K +18 +100%
CAL
858
Capital Advisors Ltd
Ohio
$8K – – –
WPA
859
West Paces Advisors
Georgia
$7.82K -$14.3K -65 -65%
S
860
Sachetta
Massachusetts
$7.82K – – –
OA
861
Operose Advisors
Wisconsin
$7.6K – – –
FGC
862
Financial Gravity Companies
Texas
$7.6K +$7.47K +34 New
CPG
863
Cornerstone Planning Group
New Jersey
$7.3K -$1.98K -9 -22%
FFO
864
Fortitude Family Office
Arizona
$7.15K – – –
CA
865
Continuum Advisory
Idaho
$6.91K +$1.54K +7 +32%
FUBT
866
First United Bank & Trust
Maryland
$6.7K +$6.59K +30 New
DWM
867
Darwin Wealth Management
Florida
$6.48K +$6.37K +29 New
DJSG
868
D.J. St. Germain
Massachusetts
$6.03K – – –
CMP
869
Coston McIsaac & Partners
Maine
$6K – – –
FFC
870
First Financial Corp
Indiana
$5.81K – – –
IHWM
871
Iron Horse Wealth Management
Iowa
$5.81K – – –
RIL
872
Rothschild Investment LLC
Illinois
$5.14K -$440 -2 -8%
HI
873
Hoey Investments
Pennsylvania
$5.09K – – –
GEA
874
Glen Eagle Advisors
New Jersey
$4.5K +$4.4K +20 New
FCA
875
FinTrust Capital Advisors
South Carolina
$4.47K – – –