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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1301
Kemnay Advisory Services
New York
$19.1K +$565 +7 +3%
CIA
1302
Cape Investment Advisory
Georgia
$18.7K +$17.8K +221 New
CFD
1303
Creative Financial Designs
Indiana
$18.4K +$2.98K +37 +21%
HNW
1304
High Note Wealth
Minnesota
$18.3K +$1.45K +18 +9%
GA
1305
GoalVest Advisory
New York
$18.2K – – –
JGCM
1306
Joseph Group Capital Management
Ohio
$18K +$17.2K +213 New
BWM
1307
Bullock Wealth Management
Indiana
$17.4K – – –
CFSG
1308
Community Financial Services Group
Vermont
$17.2K – – –
FFA
1309
Frazier Financial Advisors
Ohio
$17.2K – – –
CB
1310
Centennial Bank
Arkansas
$16.9K – – –
CVM
1311
Cheviot Value Management
California
$16.9K – – –
IFS
1312
Intelligent Financial Strategies
Minnesota
$16.9K – – –
RWM
1313
Raffa Wealth Management
District of Columbia
$16.8K -$6.21K -77 -28%
NAMP
1314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$16.6K +$14.1K +175 New
HWA
1315
Heritage Wealth Advisors
Virginia
$16.6K – – –
CMA
1316
Cedar Mountain Advisors
Oregon
$16.4K – – –
WTA
1317
Washington Trust Advisors
Massachusetts
$16.2K – – –
BCM
1318
Boreal Capital Management
Florida
$15.7K – – –
FCAS
1319
First Command Advisory Services
Texas
$15.1K -$9.52K -118 -40%
CWM
1320
Cranbrook Wealth Management
Michigan
$14.8K – – –
PP
1321
Pingora Partners
Wyoming
$14.4K – – –
BWS
1322
Buck Wealth Strategies
Colorado
$14.2K +$13.5K +168 New
WBC
1323
West Branch Capital
Massachusetts
$14K +$13.4K +166 New
AW
1324
Avion Wealth
Texas
$14K -$28.8K -357 -68%
HDIM
1325
Hanson & Doremus Investment Management
Vermont
$14K – – –