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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
3701
Accordant Advisory Group
Maryland
$72.3K – – –
NL
3702
NorthAvenue LLC
Ohio
$72.2K +$54.1K +462 +462%
HIA
3703
Highland Investment Advisors
Florida
$72.2K +$65.8K +562 New
SA
3704
Seneschal Advisors
Washington
$70.4K +$234 +2 +0.4%
1CP
3705
1015 Capital Partners
Pennsylvania
$69.9K – – –
PIS
3706
POM Investment Strategies
North Carolina
$69.5K -$64.4K -550 -50%
TFA
3707
Toth Financial Advisory
Virginia
$69.3K -$1.52K -13 -2%
BA
3708
Blueline Advisors
New Hampshire
$66.9K – – –
MSG
3709
Main Street Group
Virginia
$64.9K -$1.17K -10 -2%
HA
3710
Hyposwiss Advisors
$64.9K – – –
RG
3711
RHL Group
Michigan
$64.5K -$2.52M -21,497 -98%
MIM
3712
Marshall Investment Management
Colorado
$64.3K -$5.03K -43 -8%
FNWA
3713
Financial Network Wealth Advisors
Utah
$62.5K +$2.34K +20 +4%
FAI
3714
Fiduciary Advisors Inc
Missouri
$62.1K +$3.51K +30 +7%
SC
3715
Swan Capital
Florida
$62K +$2.58K +22 +5%
KG
3716
Kilter Group
New York
$61.7K -$1.76K -15 -3%
RBC
3717
Roble Belko & Company
Pennsylvania
$61K +$234 +2 +0.4%
UFPG
3718
United Financial Planning Group
New York
$60.3K -$5.85K -50 -10%
BA
3719
Bard Associates
Illinois
$60.3K – – –
TTIC
3720
Tower Trust & Investment Company
Iowa
$60.1K +$936 +8 +2%
MSWA
3721
Marshall & Sterling Wealth Advisors
New York
$59.5K +$351 +3 +0.7%
SFS
3722
Sunrise Financial Services
Washington
$59.2K -$4.33K -37 -7%
WAS
3723
Winch Advisory Services
Wisconsin
$58.3K +$10.3K +88 +24%
MWM
3724
Mascoma Wealth Management
New Hampshire
$54.6K -$5.5K -47 -10%
MCP
3725
Miller Capital Partners
Michigan
$54.6K – – –