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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
1551
Annis Gardner Whiting Capital Advisors
Florida
$67.3K +$75K +1,152 New
FP
1552
Financial Perspectives
Minnesota
$65.4K
WWM
1553
Wolff Wiese Magana
California
$64.6K +$3.78K +58 +6%
POIA
1554
Pin Oak Investment Advisors
Texas
$63K
SWA
1555
SOA Wealth Advisors
New York
$62.4K
VNA
1556
Valley National Advisers
Pennsylvania
$62K +$1.37K +21 +2%
C
1557
Covestor
United Kingdom
$62K +$33.9K +521 +96%
CBT
1558
Central Bank & Trust
Kentucky
$62K
PP
1559
Pacifica Partners
Canada
$60.9K
RW
1560
RVW Wealth
California
$60.9K +$67.9K +1,042 New
GA
1561
GoalVest Advisory
New York
$60.6K -$975K -14,977 -94%
CWP
1562
Concord Wealth Partners
Virginia
$59.5K +$6.9K +106 +12%
RWM
1563
Raffa Wealth Management
District of Columbia
$59.2K
EWM
1564
Evermay Wealth Management
Virginia
$59K -$29.5K -453 -31%
IFAM
1565
Institutional & Family Asset Management
Colorado
$58.5K
AP
1566
Arlington Partners
Alabama
$57.9K -$2.6K -40 -4%
AT
1567
Arlington Trust
Alabama
$57.9K +$64.5K +991 New
ITIM
1568
Indiana Trust & Investment Management
Indiana
$57.9K +$64.5K +991 New
BCM
1569
Birch Capital Management
Texas
$57.9K
TFA
1570
Toth Financial Advisory
Virginia
$56.1K +$15.5K +238 +33%
MS
1571
Mizuho Securities
Japan
$54.4K -$1.18M -18,150 -95%
SC
1572
Sawyer & Company
Massachusetts
$54K
BCM
1573
Blume Capital Management
California
$51.5K
CYG
1574
Clean Yield Group
Vermont
$51.3K -$40.6K -624 -41%
CAM
1575
Chesapeake Asset Management
New York
$51K