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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
901
Confluence Wealth Services
Pennsylvania
$17K +$18.9K +305 New
AW
902
Avion Wealth
Texas
$15K – – –
CCM
903
Cribstone Capital Management
Maine
$15K – – –
MI
904
Markston International
New York
$15K – – –
JWM
905
Janiczek Wealth Management
Colorado
$14K -$62 -1 -0.4%
KPCM
906
Kings Point Capital Management
New York
$14K – – –
GFPC
907
Global Financial Private Client
Florida
$13.5K – – –
HIA
908
Harbor Investment Advisory
Maryland
$13K -$3.54K -57 -21%
GLLW
909
Graves Light Lenhart Wealth
Virginia
$13K – – –
SJIM
910
St. Johns Investment Management
Florida
$13K – – –
CWA
911
Carolina Wealth Advisors
South Carolina
$12K +$12.2K +197 New
IWP
912
IAG Wealth Partners
Wisconsin
$12K +$12.4K +200 New
RWM
913
Raffa Wealth Management
District of Columbia
$11.1K +$310 +5 +3%
EI
914
Ellevest Inc
New York
$10K -$23.4K -377 -69%
WTC
915
WhitTier Trust Company
Nevada
$10K – – –
BWM
916
BerganKDV Wealth Management
Minnesota
$10K +$8.99K +145 +439%
MWM
917
Mascoma Wealth Management
New Hampshire
$10K +$11K +177 New
SWA
918
Sutton Wealth Advisors
Florida
$9.17K – – –
AWM
919
Activest Wealth Management
Florida
$9K – – –
GCM
920
Gables Capital Management
Florida
$9K – – –
Optiver Holding
921
Optiver Holding
Netherlands
$9K – – –
PA
922
PSI Advisors
Florida
$9K – – –
CYG
923
Clean Yield Group
Vermont
$9K +$9.61K +155 New
IA
924
IFS Advisors
Kansas
$9K +$9.61K +155 New
AWA
925
Amplius Wealth Advisors
Pennsylvania
$9K +$9.8K +158 New