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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
601
Annapolis Financial Services
Maryland
$3K
BWM
602
Baystate Wealth Management
Massachusetts
$3K
BFC
603
Bedel Financial Consulting
Indiana
$3K
BBPWM
604
Blue Bell Private Wealth Management
Pennsylvania
$3K
CSB
605
City State Bank
Iowa
$3K
VCM
606
Versant Capital Management
Arizona
$3K +$1.47K +10 +63%
CCA
607
Column Capital Advisors
Indiana
$3K +$2.35K +16 +160%
CAC
608
Core Alternative Capital
Georgia
$3K +$2.35K +16 +400%
ADL
609
Asset Dedication LLC
California
$2K -$45.8K -312 -96%
BA
610
Bellwether Advisors
Nebraska
$2K -$17.8K -121 -85%
EWA
611
EverSource Wealth Advisors
Alabama
$2K -$5.28K -36 -71%
PCG
612
Private Capital Group
Connecticut
$2K -$734 -5 -21%
CI Investments Inc
613
CI Investments Inc
Ontario, Canada
$2K
CA
614
Crewe Advisors
Utah
$2K
CFO
615
CVA Family Office
Colorado
$2K
MS
616
Mizuho Securities
Japan
$2K +$147 +1 +6%
PK
617
Pflug Koory
Nebraska
$2K +$734 +5 +71%
MA
618
MCF Advisors
Kentucky
$2K +$2.05K +14 New
RWM
619
Raffa Wealth Management
District of Columbia
$1.25K
WWP
620
WR Wealth Planners
Missouri
$1.25K +$1.47K +10 New
SWA
621
Sutton Wealth Advisors
Florida
$1.13K +$293 +2 +29%
WPA
622
West Paces Advisors
Georgia
$1K -$587 -4 -33%
CB
623
CNB Bank
Pennsylvania
$1K -$80K -545 -99%
PVH
624
Psagot Value Holdings
Israel
$1K -$76.7K -523 -98%
FAG
625
Fortitude Advisory Group
Washington
$1K -$11K -75 -88%