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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
551
Orion Capital Management
California
$6.4K – – –
WAG
552
Wiser Advisor Group
Arizona
$6.31K +$5.1K +138 New
BBPWM
553
Blue Bell Private Wealth Management
Pennsylvania
$6.26K – – –
BF
554
BOK Financial
Oklahoma
$6.13K -$1.37K -37 -22%
HFS
555
Hantz Financial Services
Michigan
$6K – – –
CTWM
556
Cherry Tree Wealth Management
Minnesota
$5.71K – – –
PFBT
557
Parkside Financial Bank & Trust
Missouri
$5.58K +$1.03K +28 +30%
FFO
558
Fortitude Family Office
Arizona
$5.44K +$4.4K +119 New
TC
559
Truvestments Capital
Florida
$5.21K -$591 -16 -12%
RMC
560
Resources Management Corp
Connecticut
$5K – – –
FIA
561
FNY Investment Advisers
New York
$5K +$4.06K +110 New
GAG
562
Goodman Advisory Group
Massachusetts
$4.89K -$3.88K -105 -50%
GEA
563
Glen Eagle Advisors
New Jersey
$4.57K -$3.69K -100 -50%
HWA
564
HHM Wealth Advisors
Tennessee
$4.57K – – –
TH
565
TCTC Holdings
Texas
$4.57K – – –
TF
566
Tompkins Financial
New York
$4.57K – – –
TFA
567
Toth Financial Advisory
Virginia
$4.57K – – –
MSWM
568
McGlone Suttner Wealth Management
Wisconsin
$4.57K +$3.69K +100 New
NCM
569
Northwest Capital Management
Oregon
$4.48K – – –
RWM
570
Raffa Wealth Management
District of Columbia
$4.43K – – –
HCM
571
Highlander Capital Management
New Jersey
$4.21K – – –
ADL
572
Asset Dedication LLC
California
$4K – – –
CA
573
Clearstead Advisors
Ohio
$3.98K – – –
TCOV
574
Trust Company of Vermont
Vermont
$3.66K – – –
VCM
575
Versant Capital Management
Arizona
$3.57K +$74 +2 +3%