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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
601
Ritter Daniher Financial Advisory
Ohio
$2.24K – – –
VWM
602
Venturi Wealth Management
Texas
$2.17K +$1.48K +103 +114%
ACM
603
Anfield Capital Management
California
$2.13K – – –
TIM
604
Tortoise Investment Management
New York
$2.05K +$2.63K +183 New
SJIM
605
St. Johns Investment Management
Florida
$2.02K – – –
PCMC
606
Planning Capital Management Corporation
Pennsylvania
$2.01K +$1.15K +80 +81%
EA
607
Evolution Advisers
Virginia
$2K – – –
WCM
608
Winthrop Capital Management
Indiana
$2K +$359 +25 +17%
EBA
609
Eagle Bay Advisors
New York
$1.96K – – –
FFA
610
Fairfield Financial Advisors
Massachusetts
$1.96K – – –
TPCW
611
TD Private Client Wealth
New York
$1.96K – – –
PWMG
612
Prestige Wealth Management Group
New Jersey
$1.96K +$718 +50 +40%
BSB
613
Bangor Savings Bank
Maine
$1.91K – – –
CAS
614
Coppell Advisory Solutions
Texas
$1.89K – – –
S
615
Sachetta
Massachusetts
$1.84K +$445 +31 +23%
GEA
616
Glen Eagle Advisors
New Jersey
$1.83K – – –
AT
617
Avalon Trust
New Mexico
$1.8K – – –
SWA
618
SOA Wealth Advisors
New York
$1.78K – – –
CCA
619
Criterion Capital Advisors
Tennessee
$1.75K – – –
GPFA
620
Game Plan Financial Advisors
Ohio
$1.74K – – –
RIL
621
Rothschild Investment LLC
Illinois
$1.68K -$1.08K -75 -33%
LWA
622
Lowe Wealth Advisors
Maryland
$1.43K – – –
WAS
623
Winch Advisory Services
Wisconsin
$1.43K – – –
AIC
624
Archer Investment Corporation
Indiana
$1.4K – – –
CWM
625
CarsonAllaria Wealth Management
Illinois
$1.39K – – –