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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
626
HighMark Wealth Management
Minnesota
$8.68K
WFA
627
Wells Financial Advisors
Massachusetts
$8.68K
SIC
628
Salem Investment Counselors
North Carolina
$8.45K
CPG
629
Cornerstone Planning Group
New Jersey
$7.12K -$1.21K -24 -18%
CIA
630
Cape Investment Advisory
Georgia
$7.12K +$101 +2 +2%
S
631
Sachetta
Massachusetts
$7.06K
FFO
632
Fortitude Family Office
Arizona
$6.88K
MCM
633
Manchester Capital Management
Vermont
$6.65K
CFGS
634
Concourse Financial Group Securities
Alabama
$6.6K
CFO
635
CVA Family Office
Colorado
$6.54K +$4.43K +88 +352%
CWM
636
Crowley Wealth Management
Delaware
$6.37K +$5.54K +110 New
SO
637
Sierra Ocean
California
$6.31K +$5.49K +109 New
RMC
638
Resources Management Corp
Connecticut
$6K
CTA
639
Colonial Trust Advisors
South Carolina
$5.84K +$5.03K +100 +10,000%
GEA
640
Glen Eagle Advisors
New Jersey
$5.79K
TH
641
TCTC Holdings
Texas
$5.79K
GK
642
Graney & King
New York
$5.79K +$5.03K +100 New
NWWA
643
New Wave Wealth Advisors
Arkansas
$5.44K +$4.73K +94 New
LI
644
LRI Investments
Florida
$5.32K +$4.63K +92 New
BMC
645
Bear Mountain Capital
Washington
$4.63K
TCOV
646
Trust Company of Vermont
Vermont
$4.63K
AWM
647
Activest Wealth Management
Florida
$4.63K +$101 +2 +3%
ATC
648
Adirondack Trust Company
New York
$4.4K
WA
649
WPG Advisers
Maryland
$4.17K +$3.62K +72 New
CMBA
650
C.M. Bidwell & Associates
Hawaii
$4.11K