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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
451
Caldwell Sutter Capital
California
$5.45K
RWS
452
Retirement Wealth Solutions
Wisconsin
$5.35K +$643 +13 +13%
FC
453
Financial Consulate
Maryland
$5.21K +$5.39K +109 New
QC
454
Quent Capital
New York
$5.11K +$5.29K +107 New
MA
455
Montag & Associates
Georgia
$5.01K +$5.19K +105 New
SWP
456
Strategic Wealth Partners
Ohio
$4.68K
PWA
457
Principia Wealth Advisory
Texas
$4.44K +$2.87K +58 +166%
CIA
458
Cape Investment Advisory
Georgia
$4.39K +$1.88K +38 +70%
PMFA
459
Plante Moran Financial Advisors
Michigan
$4.16K +$4.3K +87 New
BCWM
460
Bartlett & Co Wealth Management
Ohio
$4.06K
PWAM
461
Private Wealth Asset Management
Iowa
$4.06K
RF
462
Rossby Financial
Florida
$4.05K +$2.87K +58 +207%
FCAS
463
First Command Advisory Services
Texas
$4.01K
GFWA
464
Grey Fox Wealth Advisors
Delaware
$4.01K +$4.16K +84 New
HWM
465
HighMark Wealth Management
Minnesota
$3.71K
NC
466
North Capital
Utah
$3.68K
TIM
467
Tortoise Investment Management
New York
$3.53K
ADL
468
Asset Dedication LLC
California
$3.15K +$1.34K +27 +69%
Federated Hermes
469
Federated Hermes
Pennsylvania
$3.1K +$3.21K +65 New
PP
470
Pacifica Partners
Canada
$2.96K
AA
471
Ancora Advisors
Ohio
$2.91K
WPA
472
Wealth Preservation Advisors
Tennessee
$2.77K -$49 -1 -2%
MSWA
473
Marshall & Sterling Wealth Advisors
New York
$2.72K -$49 -1 -2%
PB
474
Pinnacle Bancorp
Nebraska
$2.67K
MCM
475
Manchester Capital Management
Vermont
$2.63K +$2.72K +55 New