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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
401
Caldwell Sutter Capital
California
$3.78K
IAAG
402
Innovative Asset Advisors Group
Connecticut
$3.71K +$3.94K +112 New
SIC
403
SJS Investment Consulting
Ohio
$3.42K +$211 +6 +6%
RCM
404
Richardson Capital Management
Wisconsin
$3.35K +$3.55K +101 New
EP
405
Essential Partners
California
$3.28K +$3.48K +99 New
SWP
406
Strategic Wealth Partners
Ohio
$3.25K
GFA
407
Godfrey Financial Associates
New York
$3.05K
KG
408
Kilter Group
New York
$3.02K +$1.83K +52 +133%
BHWM
409
Beaird Harris Wealth Management
Texas
$2.98K
AT
410
Arlington Trust
Alabama
$2.95K +$3.13K +89 New
NRG
411
Nemes Rush Group
Michigan
$2.92K -$1.16K -33 -27%
AG
412
AmeriFlex Group
Nevada
$2.92K
SIM
413
Synergy Investment Management
Florida
$2.92K +$3.09K +88 New
PMFA
414
Plante Moran Financial Advisors
Michigan
$2.88K
FCAS
415
First Command Advisory Services
Texas
$2.85K
BLC
416
Brown, Lisle/Cummings
Rhode Island
$2.62K +$1.3K +37 +88%
HWM
417
HighMark Wealth Management
Minnesota
$2.57K
NSIM
418
North Star Investment Management
Illinois
$2.49K -$1.16K -33 -31%
IAS
419
IMA Advisory Services
Colorado
$2.49K -$773 -22 -23%
ADL
420
Asset Dedication LLC
California
$2.19K
PP
421
Pacifica Partners
Canada
$2.09K
LWM
422
Lodestone Wealth Management
Washington
$1.99K
FMP
423
Financial Management Professionals
Texas
$1.92K -$12K -341 -85%
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.86K -$1.97K -56 -50%
HPC
425
HM Payson & Co
Maine
$1.86K