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Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
376
MJT & Associates Financial Advisory
Minnesota
$1.97K – – –
TF
377
Tompkins Financial
New York
$1.97K – – –
SAM
378
Smartleaf Asset Management
Massachusetts
$1.96K -$4.18K -235 -70%
GBT
379
Grove Bank & Trust
Florida
$1.95K – – –
CFFP
380
Center for Financial Planning
Michigan
$1.91K – – –
FWA
381
Flagship Wealth Advisors
Massachusetts
$1.91K – – –
TPWA
382
Twin Peaks Wealth Advisors
California
$1.76K +$1.74K +98 New
HI
383
Harbour Investments
Wisconsin
$1.62K – – –
FFO
384
Fortitude Family Office
Arizona
$1.42K +$1.28K +72 New
MCM
385
MV Capital Management
Maryland
$1.3K +$1.18K +66 New
MEG
386
Millstone Evans Group
Colorado
$1.24K – – –
RTL
387
Red Tortoise LLC
Georgia
$1.12K – – –
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$1.12K -$1.33K -75 -57%
RWM
389
Rialto Wealth Management
New York
$1.08K +$979 +55 New
SIC
390
SJS Investment Consulting
Ohio
$1.03K -$641 -36 -41%
RBC
391
Roble Belko & Company
Pennsylvania
$1K – – –
AIM
392
Anchor Investment Management
South Carolina
$986 – – –
HWA
393
HHM Wealth Advisors
Tennessee
$986 +$178 +10 +25%
WCM
394
WealthTrak Capital Management
Virginia
$986 +$890 +50 New
SL
395
Salomon & Ludwin
Virginia
$966 – – –
WT
396
Whittier Trust
California
$965 – – –
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$947 -$196 -11 -19%
VWM
398
Vermillion Wealth Management
Minnesota
$907 – – –
RIL
399
Rothschild Investment LLC
Illinois
$789 -$36 -2 -5%
LFG
400
Larson Financial Group
Missouri
$789 +$142 +8 +25%