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Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Continuum Advisory
Idaho
$1.64K – – –
VWM
577
Venturi Wealth Management
Texas
$1.6K – – –
MCM
578
MV Capital Management
Maryland
$1.49K -$36 -1 -2%
GWSA
579
Global Wealth Strategies & Associates
Colorado
$1.49K – – –
WIM
580
Westside Investment Management
California
$1.49K – – –
BBPWM
581
Blue Bell Private Wealth Management
Pennsylvania
$1.38K -$3.56K -100 -73%
ZB
582
Zions Bancorporation
Utah
$1.38K -$961 -27 -42%
JWA
583
JFS Wealth Advisors
Pennsylvania
$1.34K – – –
JWM
584
Janiczek Wealth Management
Colorado
$1.3K -$1.25K -35 -50%
MTIC
585
Missouri Trust & Investment Company
Missouri
$1.3K – – –
BHWM
586
Beaird Harris Wealth Management
Texas
$1.23K – – –
JPWM
587
Jamison Private Wealth Management
Georgia
$1.19K – – –
OLVIG
588
Oliver Lagore Vanvalin Investment Group
Michigan
$1.12K +$1.07K +30 New
SIC
589
SJS Investment Consulting
Ohio
$1.04K – – –
CAL
590
Capital Advisors Ltd
Ohio
$1K +$570 +16 New
PP
591
PrairieView Partners
Minnesota
$1K +$1.78K +50 New
PP
592
Pacifica Partners
Canada
$944 +$890 +25 New
BHWM
593
Bay Harbor Wealth Management
Maryland
$930 – – –
CSC
594
Caldwell Sutter Capital
California
$930 – – –
CAM
595
Chesapeake Asset Management
New York
$930 – – –
IHWM
596
Iron Horse Wealth Management
Iowa
$930 – – –
OP
597
ORG Partners
Indiana
$925 +$890 +25 New
EAM
598
Eukles Asset Management
Ohio
$855 – – –
RF
599
Robbins Farley
New Hampshire
$745 – – –
CFS
600
CGC Financial Services
Oregon
$744 – – –