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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2501
Clean Yield Group
Vermont
$161K -$3.92K -150 -2%
GWP
2502
Gen-Wealth Partners
Michigan
$160K +$1.65K +63 +1%
AW
2503
Ankerstar Wealth
Texas
$157K -$575 -22 -0.3%
HNW
2504
High Note Wealth
Minnesota
$156K -$9.63K -368 -5%
FNWA
2505
Financial Network Wealth Advisors
Utah
$155K +$1.18K +45 +0.7%
HFM
2506
Hartford Financial Management
Connecticut
$155K – – –
MB
2507
MidFirst Bank
Oklahoma
$153K +$1.02K +39 +0.6%
MEG
2508
Millstone Evans Group
Colorado
$150K +$1.86K +71 +1%
RFG
2509
REAP Financial Group
Texas
$150K -$13.6K -519 -8%
NEWAS
2510
N.E.W. Advisory Services
Wisconsin
$149K -$80.6K -3,081 -33%
WFA
2511
Wellspring Financial Advisors
Ohio
$147K -$8.84K -338 -2%
HWA
2512
HHM Wealth Advisors
Tennessee
$147K +$2.35K +90 +1%
SWA
2513
SOA Wealth Advisors
New York
$144K -$38.7K -1,481 -20%
CCMI
2514
Creative Capital Management Investments
California
$142K +$7.77K +297 +5%
HI
2515
Hoey Investments
Pennsylvania
$140K -$16.7K -637 -10%
C
2516
Covestor
United Kingdom
$140K -$22K -842 -13%
APW
2517
Allied Private Wealth
Florida
$139K +$151K +5,778 New
NECFA
2518
New England Capital Financial Advisors
Connecticut
$138K -$340 -13 -0.2%
VFM
2519
Vision Financial Markets
Connecticut
$138K -$39.1K -1,493 -21%
GAMA
2520
Graticule Asia Macro Advisors
New York
$134K +$145K +5,561 New
BHWM
2521
Beaird Harris Wealth Management
Texas
$134K +$43.5K +1,663 +43%
MI
2522
Markowski Investments
Florida
$133K +$145K +5,538 New
SIC
2523
SJS Investment Consulting
Ohio
$132K +$11K +420 +8%
STB
2524
S&T Bank
Pennsylvania
$131K +$108K +4,128 +314%
ATC
2525
Advantage Trust Company
Kansas
$129K +$7.85K +300 +6%