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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
301
Cassady Schiller Wealth Management
Ohio
$3.46K – – –
HIA
302
Harbor Investment Advisory
Maryland
$3.37K +$21 +1 +0.7%
CCM
303
Chilton Capital Management
Texas
$3.31K – – –
HI
304
Harbour Investments
Wisconsin
$3.17K – – –
CMP
305
Coston McIsaac & Partners
Maine
$3K – – –
WTA
306
Washington Trust Advisors
Massachusetts
$2.93K – – –
SIS
307
Sound Income Strategies
Florida
$2.73K – – –
CTC
308
Central Trust Company
Missouri
$2.2K – – –
FP
309
Financial Perspectives
Minnesota
$2.2K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$2.2K – – –
TF
311
Tompkins Financial
New York
$2.2K – – –
NIC
312
Northwest Investment Counselors
Oregon
$2.2K +$2.14K +100 New
SIC
313
SJS Investment Consulting
Ohio
$2.18K +$705 +33 +50%
CFFP
314
Center for Financial Planning
Michigan
$2.14K – – –
SWM
315
Sanctuary Wealth Management
Idaho
$2.14K +$2.07K +97 New
JWM
316
Janiczek Wealth Management
Colorado
$2.03K +$1.75K +82 +820%
NS
317
NBC Securities
Alabama
$2K +$2.2K +103 New
PFBT
318
Parkside Financial Bank & Trust
Missouri
$1.98K – – –
CB
319
CNB Bank
Pennsylvania
$1.94K – – –
FFA
320
Farther Finance Advisors
California
$1.65K – – –
AF
321
Advisornet Financial
Minnesota
$1.65K +$299 +14 +23%
PCFFS
322
Pacific Center for Financial Services
California
$1.37K – – –
RTL
323
Red Tortoise LLC
Georgia
$1.26K – – –
KFS
324
Kelly Financial Services
Massachusetts
$1.21K – – –
AIM
325
Anchor Investment Management
South Carolina
$1.1K – – –