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Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
1501
Quest 10 Wealth Builders
Virginia
$43.4K +$44.2K +432 New
FWM
1502
FSA Wealth Management
Massachusetts
$43.1K -$20.5K -200 -32%
HIA
1503
Harbor Investment Advisory
Maryland
$42.2K – – –
FA
1504
Financial Avengers
California
$41.7K – – –
AIM
1505
Access Investment Management
Georgia
$41.2K – – –
HC
1506
Hoese & Co
Minnesota
$40.2K – – –
CH
1507
Canton Hathaway
Rhode Island
$40K +$40.9K +400 New
CB
1508
Community Bank
New York
$39.6K – – –
S
1509
Sachetta
Massachusetts
$39.5K +$205 +2 +0.5%
WW
1510
Winnow Wealth
Texas
$39.3K +$40K +391 New
AW
1511
Avion Wealth
Texas
$39K -$97.6K -954 -71%
RI
1512
Ridgewood Investments
New Jersey
$38.7K – – –
BAM
1513
Bellevue Asset Management
Washington
$38.6K -$36.9K -361 -48%
MSWA
1514
Marshall & Sterling Wealth Advisors
New York
$38.6K +$39.3K +384 New
WAM
1515
WFA Asset Management
Wisconsin
$37.4K – – –
RA
1516
Rise Advisors
New York
$37.2K +$921 +9 +2%
VWM
1517
Vermillion Wealth Management
Minnesota
$36.8K +$37.5K +367 New
BC
1518
Bayforest Capital
United Kingdom
$32.9K +$33.6K +328 New
GP
1519
Greenline Partners
New York
$32.1K +$32.7K +320 New
GKIM
1520
GW&K Investment Management
Massachusetts
$32K +$1.53K +15 +5%
OPTFSNA
1521
Old Point Trust & Financial Services N A
Virginia
$31.7K – – –
CFS
1522
CGC Financial Services
Oregon
$30.5K – – –
CTA
1523
Colonial Trust Advisors
South Carolina
$30.1K – – –
FGC
1524
Financial Gravity Companies
Texas
$30.1K – – –
KG
1525
Kieckhefer Group
Wisconsin
$30.1K +$30.7K +300 New