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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
951
Dogwood Wealth Management
Kansas
$3.5K +$3.8K +36 New
OC
952
Oakworth Capital
Alabama
$3.31K – – –
TCA
953
Trifecta Capital Advisors
Illinois
$3.31K – – –
RWM
954
Rialto Wealth Management
New York
$3.31K +$3.59K +34 New
MWM
955
MorganRosel Wealth Management
Colorado
$3.21K +$3.48K +33 New
AA
956
Addison Advisors
Vermont
$3.12K – – –
CWP
957
Clark Wealth Partners
Illinois
$3.02K -$105 -1 -3%
RTL
958
Red Tortoise LLC
Georgia
$3.02K – – –
1IA
959
1620 Investment Advisors
Massachusetts
$2.82K -$1.58K -15 -34%
EWA
960
EQ Wealth Advisors
Texas
$2.73K +$2.95K +28 New
TC
961
Trust Company
Kansas
$2.53K +$2.74K +26 New
HFS
962
Hughes Financial Services
Virginia
$2.46K +$2.64K +25 New
BHWM
963
Beaird Harris Wealth Management
Texas
$2.34K – – –
CTWM
964
Cherry Tree Wealth Management
Minnesota
$2.34K – – –
WAS
965
Winch Advisory Services
Wisconsin
$2.11K +$105 +1 +5%
HIA
966
Harbor Investment Advisory
Maryland
$2.04K – – –
GP
967
Greenline Partners
New York
$2.04K +$2.21K +21 New
FMTCOCP
968
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
NFSG
969
Newbridge Financial Services Group
Florida
$1.95K – – –
RAM
970
Riggs Asset Management
Pennsylvania
$1.85K +$1.58K +15 +375%
Kayne Anderson Rudnick Investment Management
971
Kayne Anderson Rudnick Investment Management
California
$1.85K – – –
NSIM
972
North Star Investment Management
Illinois
$1.85K – – –
BDPWM
973
Barnes Dennig Private Wealth Management
Ohio
$1.85K +$2K +19 New
ACM
974
Anfield Capital Management
California
$1.75K – – –
TIM
975
Tortoise Investment Management
New York
$1.75K – – –