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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$6K -$7.25K -250 -58%
SBL
502
Sargent Bickham Lagudis
Colorado
$6K -$29 -1 -0.5%
HFA
503
Hoover Financial Advisors
Pennsylvania
$6K – – –
MA
504
Modus Advisors
Minnesota
$6K +$5.37K +185 New
RBC
505
Roble Belko & Company
Pennsylvania
$5K -$20.3K -700 -84%
CMA
506
Cedar Mountain Advisors
Oregon
$5K – – –
AP
507
Atwood & Palmer
Missouri
$5K +$4.35K +150 New
GWS
508
Glassman Wealth Services
Virginia
$4K -$725 -25 -20%
MS
509
Mizuho Securities
Japan
$4K -$145 -5 -4%
ADL
510
Asset Dedication LLC
California
$4K – – –
HFS
511
Hantz Financial Services
Michigan
$4K – – –
LFG
512
Larson Financial Group
Missouri
$4K – – –
LPWM
513
Lake Point Wealth Management
Texas
$4K +$3.25K +112 New
KFS
514
Kelly Financial Services
Massachusetts
$3.42K – – –
HIA
515
Harbor Investment Advisory
Maryland
$3K -$6.12K -211 -68%
AW
516
Avion Wealth
Texas
$3K – – –
CWC
517
Carolinas Wealth Consulting
North Carolina
$3K – – –
FMB
518
Field & Main Bank
Kentucky
$3K – – –
FCM
519
Firestone Capital Management
Florida
$3K – – –
IFAM
520
Institutional & Family Asset Management
Colorado
$3K – – –
LF
521
Lee Financial
Texas
$3K – – –
TFM
522
TFC Financial Management
Massachusetts
$3K – – –
TCM
523
Tradewinds Capital Management
Washington
$3K – – –
WWM
524
Wolff Wiese Magana
California
$3K +$725 +25 +36%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$3K +$1.45K +50 +167%