Name Holding Trade Value Shares
Change
Change in
Stake
VWM
701
Vermillion Wealth Management
Minnesota
$3.23K – – –
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$3.22K – – –
ST
703
Smithfield Trust
Pennsylvania
$3K – – –
CT
704
Clearstead Trust
Maine
$2.88K – – –
MCM
705
MV Capital Management
Maryland
$2.88K – – –
CFS
706
CGC Financial Services
Oregon
$2.55K – – –
GBT
707
Grove Bank & Trust
Florida
$2.55K – – –
WA
708
WPG Advisers
Maryland
$2.44K – – –
MIM
709
MTM Investment Management
South Carolina
$2.33K – – –
AFWM
710
Abich Financial Wealth Management
Virginia
$2.33K +$2.24K +21 New
GEA
711
Glen Eagle Advisors
New Jersey
$2.21K +$641 +6 +43%
AAG
712
Armstrong Advisory Group
Massachusetts
$2.19K -$11.6K -109 -84%
GKIM
713
GW&K Investment Management
Massachusetts
$2K -$1.07K -10 -38%
CAL
714
Capital Analysts LLC
Pennsylvania
$2K – – –
CFO
715
CVA Family Office
Colorado
$1.88K – – –
FCAS
716
First Command Advisory Services
Texas
$1.88K – – –
EWP
717
Elevation Wealth Partners
California
$1.88K +$1.07K +10 +143%
TCA
718
Trifecta Capital Advisors
Illinois
$1.77K – – –
BHWM
719
Beaird Harris Wealth Management
Texas
$1.77K +$320 +3 +23%
FC
720
Financial Consulate
Maryland
$1.77K +$1.71K +16 New
AFG
721
Albion Financial Group
Utah
$1.66K – – –
AAS
722
Ameritas Advisory Services
Nebraska
$1.66K -$1.92K -18 -55%
TFM
723
TFC Financial Management
Massachusetts
$1.56K – – –
CFFP
724
Center for Financial Planning
Michigan
$1.55K – – –
LWMI
725
Legacy Wealth Management (Idaho)
Idaho
$1.55K – – –