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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
701
Islay Capital Management
Texas
$5.53K – – –
GSWM
702
Golden State Wealth Management
California
$5.25K -$16.3K -134 -78%
GIA
703
GHP Investment Advisors
Colorado
$5.11K – – –
CAL
704
Capital Analysts LLC
Pennsylvania
$5K – – –
SMBT
705
Southern Michigan Bank & Trust
Michigan
$4.83K – – –
CH
706
Cromwell Holdings
Wyoming
$4.83K +$1.34K +11 +46%
CT
707
Clearstead Trust
Maine
$4.56K – – –
IAS
708
IMA Advisory Services
Colorado
$4.56K +$1.34K +11 +50%
TSMHT
709
Thurston Springer Miller Herd & Titak
Indiana
$4.56K – – –
RWM
710
RMG Wealth Management
Wisconsin
$4.55K – – –
CWM
711
Copia Wealth Management
Oregon
$4.28K -$1.34K -11 -26%
RWS
712
Retirement Wealth Solutions
Wisconsin
$4.14K +$122 +1 +3%
NEWAS
713
N.E.W. Advisory Services
Wisconsin
$4.14K – – –
SWP
714
Strategic Wealth Partners
Ohio
$4.14K – – –
AAS
715
Ameritas Advisory Services
Nebraska
$4.14K +$3.66K +30 New
PAP
716
Persistent Asset Partners
Hong Kong
$3.87K +$3.42K +28 New
HWA
717
Heritage Wealth Advisors
Virginia
$3.73K -$122K -1,000 -97%
NB
718
NBH Bank
Colorado
$3.73K +$3.29K +27 New
National Bank of Canada
719
National Bank of Canada
Quebec, Canada
$3.58K -$28.3K -232 -90%
PP
720
PFS Partners
New Jersey
$3.45K -$1.71K -14 -36%
A
721
Allianz
Germany
$3.45K +$3.05K +25 New
APFP
722
Action Point Financial Planning
Michigan
$3.45K +$3.05K +25 New
PWA
723
Physician Wealth Advisors
Utah
$3.32K +$854 +7 +41%
ACA
724
American Capital Advisory
Idaho
$3.32K +$2.44K +20 +500%
DWM
725
Dogwood Wealth Management
Kansas
$3.31K -$3.17K -26 -52%