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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1101
Strategic Investment Solutions
Illinois
$9.73K -$5.05K -91 -33%
AP
1102
Atwood & Palmer
Missouri
$9.04K
GGI
1103
Godsey & Gibb Inc
Virginia
$9.04K +$8.88K +160 New
TWM
1104
Tradition Wealth Management
Minnesota
$9K -$1.55K -28 -15%
BG
1105
Bollard Group
Massachusetts
$9K +$8.6K +155 New
GIA
1106
GHP Investment Advisors
Colorado
$8.78K -$2.77K -50 -27%
FCAG
1107
First Capital Advisors Group
New Jersey
$8.71K +$8.55K +154 New
RFG
1108
RFP Financial Group
Georgia
$8.65K -$4.11K -74 -33%
CTB
1109
Country Trust Bank
Illinois
$8.65K
PFSC
1110
Peoples Financial Services Corp
Pennsylvania
$8.48K
FP
1111
Financial Perspectives
Minnesota
$8.37K
BWM
1112
BerganKDV Wealth Management
Minnesota
$8.31K -$9.38K -169 -53%
GPI
1113
General Partner Inc
Pennsylvania
$7.69K
AWM
1114
Abound Wealth Management
Tennessee
$7.65K +$2.83K +51 +61%
ECM
1115
Estabrook Capital Management
New York
$7.63K
SHIM
1116
Stone House Investment Management
Pennsylvania
$7.58K
PPC
1117
Park Place Capital
Alabama
$7.31K -$1.17K -21 -14%
TVWM
1118
Tower View Wealth Management
Wisconsin
$7K +$6.66K +120 New
SIS
1119
Sound Income Strategies
Florida
$6.79K -$3.27K -59 -33%
CTWM
1120
Cherry Tree Wealth Management
Minnesota
$6.73K +$6.6K +119 New
IFAM
1121
Institutional & Family Asset Management
Colorado
$6.73K +$333 +6 +5%
VCM
1122
Versant Capital Management
Arizona
$6.67K
PWMG
1123
Prestige Wealth Management Group
New Jersey
$6.62K +$5.61K +101 +631%
BAAM
1124
Baker Avenue Asset Management
California
$6.61K -$7.88K -142 -55%
CFS
1125
CGC Financial Services
Oregon
$6.44K +$6.33K +114 New