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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1901
Clean Yield Group
Vermont
$2.42K – – –
CT
1902
Clearstead Trust
Maine
$2.07K – – –
YAL
1903
Your Advocates Ltd
Texas
$2.07K – – –
TWD
1904
True Wealth Design
Ohio
$2.07K +$331 +10 +20%
TFA
1905
Transamerica Financial Advisors
Florida
$2K – – –
SIA
1906
SkyView Investment Advisors
New Jersey
$2K +$1.99K +60 New
CMP
1907
Coston McIsaac & Partners
Maine
$2K +$2.32K +70 New
CWM
1908
Cranbrook Wealth Management
Michigan
$1.73K – – –
EWP
1909
Elevation Wealth Partners
California
$1.73K +$1.66K +50 New
JFA
1910
JNBA Financial Advisors
Minnesota
$1.73K +$1.66K +50 New
WA
1911
WestEnd Advisors
North Carolina
$1.73K -$1.66K -50 Closed
BFPW
1912
BOK Financial Private Wealth
Colorado
$1.38K +$1.32K +40 New
BCA
1913
Bray Capital Advisors
Florida
$1.04K – – –
PI
1914
PEAK6 Investments
Illinois
$1.02K -$331 -10 -25%
GM
1915
GeoWealth Management
Illinois
$1K -$311K -9,400 -100%
RBC
1916
Roble Belko & Company
Pennsylvania
$1K – – –
UIA
1917
Ulland Investment Advisors
Minnesota
$1K – – –
CA
1918
Centerpoint Advisors
Massachusetts
$1K +$993 +30 New
DWA
1919
Delos Wealth Advisors
Texas
$691 – – –
HRC
1920
Hoertkorn Richard Charles
$691 – – –
MSFP
1921
Mark Sheptoff Financial Planning
Connecticut
$691 – – –
NSG
1922
Nalls Sherbakoff Group
Tennessee
$677 +$662 +20 New
AP
1923
Atwood & Palmer
Missouri
$525 – – –
MFG
1924
Mendota Financial Group
Wisconsin
$375 – – –
RF
1925
Robbins Farley
New Hampshire
$346 – – –