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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
651
Criterion Capital Advisors
Tennessee
$1.75K
BWM
652
Bernard Wealth Management
Michigan
$1.73K +$1.5K +130 New
PWA
653
Principia Wealth Advisory
Texas
$1.72K +$1.49K +129 New
LWA
654
Lowe Wealth Advisors
Maryland
$1.69K
WAS
655
Winch Advisory Services
Wisconsin
$1.69K
CPL
656
Capital & Planning LLC
Georgia
$1.62K +$1.4K +122 New
SAM
657
Synergy Asset Management
Washington
$1.55K +$1.59K +138 New
AAG
658
Armstrong Advisory Group
Massachusetts
$1.53K
WWM
659
Wolff Wiese Magana
California
$1.53K +$173 +15 +15%
TF
660
Tompkins Financial
New York
$1.53K +$1.15K +100 +667%
GEA
661
Glen Eagle Advisors
New Jersey
$1.5K -$575 -50 -31%
CYG
662
Clean Yield Group
Vermont
$1.46K
CWM
663
CarsonAllaria Wealth Management
Illinois
$1.45K -$173 -15 -12%
FIA
664
FPC Investment Advisory
California
$1.45K +$1.32K +115 New
FGA
665
Fortis Group Advisors
New Jersey
$1.38K
SRCM
666
Signature Resources Capital Management
California
$1.36K
WT
667
Whittier Trust
California
$1.33K -$24.8K -2,154 -96%
PP
668
PFS Partners
New Jersey
$1.33K -$15.9K -1,382 -93%
CSB
669
City State Bank
Iowa
$1.33K
CT
670
Coastline Trust
Rhode Island
$1.33K
DFA
671
DHJJ Financial Advisors
Illinois
$1.33K
HNB
672
Hilltop National Bank
Wyoming
$1.33K
IA
673
IFS Advisors
Kansas
$1.33K
JFA
674
JNBA Financial Advisors
Minnesota
$1.33K
MFT
675
Moisand Fitzgerald Tamayo
Florida
$1.33K