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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Able Wealth Management
New Jersey
$6.77K +$5.47K +148 New
OCM
552
Orion Capital Management
California
$6.4K
WAG
553
Wiser Advisor Group
Arizona
$6.31K +$5.1K +138 New
BBPWM
554
Blue Bell Private Wealth Management
Pennsylvania
$6.26K
BF
555
BOK Financial
Oklahoma
$6.13K -$1.37K -37 -22%
HFS
556
Hantz Financial Services
Michigan
$6K
CTWM
557
Cherry Tree Wealth Management
Minnesota
$5.71K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$5.58K +$1.03K +28 +30%
FFO
559
Fortitude Family Office
Arizona
$5.44K +$4.4K +119 New
TC
560
Truvestments Capital
Florida
$5.21K -$591 -16 -12%
RMC
561
Resources Management Corp
Connecticut
$5K
FIA
562
FNY Investment Advisers
New York
$5K +$4.06K +110 New
GAG
563
Goodman Advisory Group
Massachusetts
$4.89K -$3.88K -105 -50%
GEA
564
Glen Eagle Advisors
New Jersey
$4.57K -$3.69K -100 -50%
HWA
565
HHM Wealth Advisors
Tennessee
$4.57K
TH
566
TCTC Holdings
Texas
$4.57K
TF
567
Tompkins Financial
New York
$4.57K
TFA
568
Toth Financial Advisory
Virginia
$4.57K
MSWM
569
McGlone Suttner Wealth Management
Wisconsin
$4.57K +$3.69K +100 New
NCM
570
Northwest Capital Management
Oregon
$4.48K
RWM
571
Raffa Wealth Management
District of Columbia
$4.43K
HCM
572
Highlander Capital Management
New Jersey
$4.21K
ADL
573
Asset Dedication LLC
California
$4K
CA
574
Clearstead Advisors
Ohio
$3.98K -$3.21K -87 -50%
TCOV
575
Trust Company of Vermont
Vermont
$3.66K