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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1001
Winthrop Capital Management
Indiana
$2K
ZBNA
1002
Zions Bancorporation, National Association
Utah
$1.9K -$28.1K -102 -93%
VWA
1003
Valued Wealth Advisors
Utah
$1.9K -$1.65K -6 -43%
DPW
1004
DiNuzzo Private Wealth
Pennsylvania
$1.9K +$826 +3 +60%
STB
1005
S&T Bank
Pennsylvania
$1.66K -$275 -1 -13%
MWM
1006
Mascoma Wealth Management
New Hampshire
$1.66K
RFG
1007
REAP Financial Group
Texas
$1.66K +$826 +3 +75%
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$1.58K +$1.65K +6 New
CT
1009
Clearstead Trust
Maine
$1.43K -$275 -1 -14%
MAS
1010
MPWM Advisory Solutions
Georgia
$1.43K
AGWCA
1011
Annis Gardner Whiting Capital Advisors
Florida
$1.43K +$1.65K +6 New
CAM
1012
Creekmur Asset Management
Illinois
$1.43K
BLC
1013
Brown, Lisle/Cummings
Rhode Island
$1.37K +$275 +1 +20%
DF
1014
DecisionPoint Financial
Arizona
$1.23K +$551 +2 +67%
RF
1015
Rossby Financial
Florida
$1.19K -$275 -1 -17%
TFM
1016
TFC Financial Management
Massachusetts
$1.19K -$275 -1 -17%
AP
1017
Atwood & Palmer
Missouri
$1.19K
LWA
1018
Lowe Wealth Advisors
Maryland
$1.19K
PWMA
1019
Pension & Wealth Management Advisors
Massachusetts
$1.19K
SIC
1020
Salem Investment Counselors
North Carolina
$1.19K
PS
1021
PayPay Securities
Japan
$1.19K +$1.1K +4 +400%
RWM
1022
Rialto Wealth Management
New York
$1.19K +$1.38K +5 New
NWM
1023
Nova Wealth Management
Florida
$1.18K +$1.38K +5 New
SC
1024
Stephens Consulting
Michigan
$951 +$1.1K +4 New
BHWM
1025
Bay Harbor Wealth Management
Maryland
$950 +$826 +3 +300%