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Name Holding Trade Value Shares
Change
Change in
Stake
NWS
2851
Nvest Wealth Strategies
Ohio
$12.4K +$12.6K +500 New
SFS
2852
Sunrise Financial Services
Washington
$11.3K +$11.5K +455 New
EWM
2853
Evolution Wealth Management
Florida
$10.7K +$4.08K +162 +61%
PUI
2854
Purpose Unlimited Inc
$10.4K +$10.5K +416 New
GWM
2855
Gilpin Wealth Management
Colorado
$10.1K +$10.2K +405 New
PWA
2856
Principia Wealth Advisory
Texas
$9.98K +$1.44K +57 +17%
HCM
2857
Horrell Capital Management
Arkansas
$9.96K – – –
PIS
2858
POM Investment Strategies
North Carolina
$9.91K +$3.1K +123 +45%
BHWM
2859
Bay Harbor Wealth Management
Maryland
$9.91K +$3.71K +147 +59%
NI
2860
NCP Inc
California
$9.76K +$9.86K +391 New
BONH
2861
Bank of New Hampshire
New Hampshire
$9.34K -$1.89K -75 -17%
TBFA
2862
Three Bearings Fiduciary Advisors
New Hampshire
$9.06K +$8.5K +337 New
RTL
2863
Red Tortoise LLC
Georgia
$8.62K – – –
HFM
2864
Harvest Fund Management
China
$8K -$7.16K -284 -47%
FW
2865
Fairway Wealth
Ohio
$7.94K – – –
WPA
2866
Wealth Preservation Advisors
Tennessee
$7.77K +$832 +33 +12%
KFGG
2867
Keystone Financial Group (Georgia)
Georgia
$7.66K +$126 +5 +2%
BA
2868
Bard Associates
Illinois
$7.47K +$7.57K +300 New
RWS
2869
Retirement Wealth Solutions
Wisconsin
$7.08K -$1.69K -67 -19%
IPS
2870
Investors Portfolio Services
Washington
$6.82K +$6.91K +274 New
OA
2871
Operose Advisors
Wisconsin
$6.77K – – –
SRCM
2872
Signature Resources Capital Management
California
$6.6K +$1.97K +78 +42%
JGCM
2873
Joseph Group Capital Management
Ohio
$6.28K +$6.36K +252 New
FMTCOCP
2874
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
BIM
2875
Breakwater Investment Management
Washington
$5.35K – – –