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Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1026
Marshall & Sterling Wealth Advisors
New York
$24.9K +$30.8K +214 New
HIA
1027
Harbor Investment Advisory
Maryland
$24.6K +$144 +1 +0.5%
SIS
1028
Sound Income Strategies
Florida
$24K +$144 +1 +0.5%
WWP
1029
WR Wealth Planners
Missouri
$23.5K -$3.6K -25 -11%
BBPWM
1030
Blue Bell Private Wealth Management
Pennsylvania
$23.3K – – –
BLC
1031
Brown, Lisle/Cummings
Rhode Island
$23.3K – – –
API
1032
Asset Planning Inc
California
$23.3K +$28.8K +200 New
RCM
1033
Ravenstone Capital Management
$23.3K +$28.8K +200 New
DAM
1034
Delta Asset Management
Tennessee
$22.6K – – –
CCA
1035
Criterion Capital Advisors
Tennessee
$22.4K – – –
VWM
1036
Venturi Wealth Management
Texas
$22.1K +$1.73K +12 +7%
GWM
1037
Geneos Wealth Management
Colorado
$21.8K -$719 -5 -3%
FLP
1038
Financial Life Planners
Arizona
$21.7K +$26.8K +186 New
MTC
1039
Matrix Trust Company
Colorado
$21K +$5.47K +38 +27%
HNB
1040
Hilltop National Bank
Wyoming
$20.4K – – –
CT
1041
Coastline Trust
Rhode Island
$19.8K -$3.45K -24 -12%
MTIC
1042
Missouri Trust & Investment Company
Missouri
$19.8K – – –
PIM
1043
Plato Investment Management
Australia
$19.8K – – –
JWA
1044
JFS Wealth Advisors
Pennsylvania
$19.7K -$2.45K -17 -9%
MCM
1045
MV Capital Management
Maryland
$18.9K +$1.44K +10 +7%
BA
1046
Bellwether Advisors
Nebraska
$18.6K +$23K +160 New
GCM
1047
Gables Capital Management
Florida
$17.5K – – –
LDB
1048
Lee, Danner & Bass
Tennessee
$17.5K +$21.6K +150 New
CWM
1049
Consultiva Wealth Management
Puerto Rico
$17.4K +$21.4K +149 New
SIM
1050
Synergy Investment Management
Florida
$17.3K +$21.4K +149 New