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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1851
Rational Advisors
New York
$15.9K – – –
JMF
1852
Johnson Midwest Financial
Iowa
$14.9K – – –
NOI
1853
Newton One Investments
Delaware
$13.1K – – –
ECM
1854
Estabrook Capital Management
New York
$13.1K – – –
LWA
1855
Lowe Wealth Advisors
Maryland
$12.8K – – –
MIM
1856
Macroview Investment Management
Maryland
$12.8K – – –
PK
1857
Pflug Koory
Nebraska
$12.8K – – –
AT
1858
Avalon Trust
New Mexico
$12.1K +$11.6K +350 New
DF
1859
DecisionPoint Financial
Arizona
$11.7K – – –
CIM
1860
Contravisory Investment Management
Massachusetts
$11.4K +$9.93K +300 +1,000%
CWA
1861
Clearview Wealth Advisors
Oregon
$11.1K -$3.31K -100 -24%
ARS
1862
Adirondack Retirement Specialists
New York
$10.4K – – –
BSB
1863
Bangor Savings Bank
Maine
$10.4K – – –
KM
1864
Kalos Management
Georgia
$10.4K +$9.93K +300 New
WOC
1865
West Oak Capital
California
$10.4K +$9.93K +300 New
AA
1866
AlphaMark Advisors
Kentucky
$10K -$993 -30 -9%
CPFP
1867
Clear Perspectives Financial Planning
Ohio
$9.67K – – –
RTL
1868
Red Tortoise LLC
Georgia
$9.67K – – –
GFPC
1869
Global Financial Private Client
Florida
$9.4K – – –
CSWM
1870
Cassady Schiller Wealth Management
Ohio
$9.33K – – –
RAM
1871
Riggs Asset Management
Pennsylvania
$8.98K +$331 +10 +4%
MBFW
1872
Morton Brown Family Wealth
Pennsylvania
$8.29K +$2.98K +90 +60%
TFM
1873
TFC Financial Management
Massachusetts
$7.95K +$1.99K +60 +35%
CMA
1874
Cedar Mountain Advisors
Oregon
$7.6K – – –
M
1875
MOTCO
Texas
$7.6K – – –