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Name Holding Trade Value Shares
Change
Change in
Stake
APW
951
Axim Planning & Wealth
Ohio
$44K +$57.1K +422 New
RDFA
952
Ritter Daniher Financial Advisory
Ohio
$42K – – –
RA
953
Rational Advisors
New York
$42K +$5.82K +43 +12%
BTI
954
Blue Trust Inc
Georgia
$42K +$37.6K +278 New
QC
955
Quent Capital
New York
$41K +$135 +1 +0.3%
HIA
956
Harbor Investment Advisory
Maryland
$36K -$5.28K -39 -10%
CFO
957
CVA Family Office
Colorado
$35K +$7.44K +55 +19%
AWM
958
AllSquare Wealth Management
New York
$34K – – –
CWP
959
Concord Wealth Partners
Virginia
$34K +$947 +7 +2%
PB
960
Pinnacle Bancorp
Nebraska
$33K – – –
HBW
961
Hazlett, Burt & Watson
West Virginia
$33K +$135 +1 +0.3%
NFSG
962
Newbridge Financial Services Group
Florida
$33K +$32.2K +238 +290%
FBC
963
Fairfield, Bush & Co
Connecticut
$33K +$43.3K +320 New
AWA
964
Artemis Wealth Advisors
New York
$33K -$5.68K -42 -12%
CAL
965
Capital Analysts LLC
Pennsylvania
$31K – – –
GWS
966
Glassman Wealth Services
Virginia
$31K +$5.41K +40 +16%
NL
967
NVWM LLC
Pennsylvania
$29K -$4.06K -30 -10%
MAM
968
Marquette Asset Management
Minnesota
$29K +$541 +4 +1%
GLLW
969
Graves Light Lenhart Wealth
Virginia
$28K – – –
JWA
970
JFS Wealth Advisors
Pennsylvania
$26K -$271 -2 -0.8%
TWM
971
Tradition Wealth Management
Minnesota
$26K +$18.9K +140 +133%
SN
972
Sittner & Nelson
Oregon
$25K – – –
SIS
973
Sound Income Strategies
Florida
$24K – – –
ZB
974
Zions Bancorporation
Utah
$22K +$4.47K +33 +18%
BBPWM
975
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –