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Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
Addison Advisors
Vermont
$12.7K +$1.72K +13 +13%
RAM
777
Riggs Asset Management
Pennsylvania
$11.8K – – –
BCM
778
Berbice Capital Management
New York
$11.8K +$13.9K +105 New
CIAS
779
CBIZ Investment Advisory Services
Ohio
$11.7K +$1.46K +11 +12%
CFFP
780
Center for Financial Planning
Michigan
$11.3K – – –
TSMHT
781
Thurston Springer Miller Herd & Titak
Indiana
$11.3K – – –
IWM
782
Inlight Wealth Management
Georgia
$11.3K +$13.3K +100 New
PFBT
783
Parkside Financial Bank & Trust
Missouri
$11.2K +$1.86K +14 +16%
CCM
784
Cloud Capital Management
Washington
$11K +$13K +98 New
SO
785
Sierra Ocean
California
$10.8K +$1.06K +8 +9%
GJIA
786
Glass Jacobson Investment Advisors
Maryland
$10.8K – – –
GEA
787
Glen Eagle Advisors
New Jersey
$10.1K -$39.8K -300 -77%
DRS
788
Deane Retirement Strategies
Louisiana
$9.58K -$3.12M -23,538 -100%
CPG
789
Cornerstone Planning Group
New Jersey
$9.47K +$5.96K +45 +115%
CT
790
Clearstead Trust
Maine
$9.47K +$3.71K +28 +50%
AA
791
Ancora Advisors
Ohio
$9.02K -$16K -121 -60%
FMP
792
Financial Management Professionals
Texas
$8.68K – – –
BCMLT
793
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.68K +$6.63K +50 +185%
GIA
794
GHP Investment Advisors
Colorado
$8.45K – – –
AG
795
AmeriFlex Group
Nevada
$8.11K +$5.57K +42 +140%
WA
796
Whipplewood Advisors
Colorado
$8K +$7.29K +55 +458%
AW
797
Avion Wealth
Texas
$8K – – –
Pacer Advisors
798
Pacer Advisors
Pennsylvania
$7.44K -$5.04K -38 -37%
FFO
799
Fortitude Family Office
Arizona
$7.33K – – –
OWP
800
ORG Wealth Partners
Texas
$6.94K +$7.95K +60 New