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Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$899
IAS
527
IMA Advisory Services
Colorado
$876 +$1K +114 New
NWM
528
Nova Wealth Management
Florida
$845 +$964 +110 New
GEA
529
Glen Eagle Advisors
New Jersey
$768
SIM
530
Synergy Investment Management
Florida
$768
VWM
531
Vermillion Wealth Management
Minnesota
$760 -$237 -27 -21%
RDFA
532
Ritter Daniher Financial Advisory
Ohio
$753 +$859 +98 New
BC
533
Barrett & Company
Rhode Island
$750
FCAS
534
First Command Advisory Services
Texas
$745
SIS
535
Strategic Investment Solutions
Illinois
$722
CMBA
536
C.M. Bidwell & Associates
Hawaii
$707
HIA
537
HFM Investment Advisors
New Jersey
$699 +$307 +35 +63%
DPW
538
DiNuzzo Private Wealth
Pennsylvania
$692 -$44 -5 -5%
JFA
539
JNBA Financial Advisors
Minnesota
$669
MAFA
540
MJT & Associates Financial Advisory
Minnesota
$669
TCM
541
TD Capital Management
Tennessee
$641
LI
542
LRI Investments
Florida
$637 +$368 +42 +102%
NWMP
543
Noble Wealth Management PBC
Colorado
$630 +$719 +82 New
PK
544
Pflug Koory
Nebraska
$568
CJ
545
Caitlin John
Michigan
$545
IWP
546
IAG Wealth Partners
Wisconsin
$499
WT
547
Whittier Trust
California
$460 +$140 +16 +29%
ETS
548
ESL Trust Services
New York
$445
ADL
549
Asset Dedication LLC
California
$409
MSWA
550
Marshall & Sterling Wealth Advisors
New York
$407