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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
551
Cornerstone Planning Group
New Jersey
$4.66K -$4.9K -36 -50%
TJHA
552
Thomas J. Herzfeld Advisors
Florida
$4.66K
BAAM
553
Baker Avenue Asset Management
California
$4.27K +$272 +2 +6%
TH
554
TCTC Holdings
Texas
$4.14K +$4.36K +32 New
WPWM
555
Western Pacific Wealth Management
Illinois
$3.88K
Jones Financial Companies
556
Jones Financial Companies
Missouri
$3.75K +$1.09K +8 +38%
ECM
557
Estabrook Capital Management
New York
$3.49K
GCM
558
Gables Capital Management
Florida
$3.36K
M
559
MOTCO
Texas
$3.23K -$953 -7 -22%
VCM
560
Versant Capital Management
Arizona
$3.23K
MIM
561
Macroview Investment Management
Maryland
$3.23K +$3.4K +25 New
VNA
562
Valley National Advisers
Pennsylvania
$3K
VF
563
VitalStone Financial
Texas
$3K +$2.45K +18 New
HIA
564
Harbor Investment Advisory
Maryland
$2.97K -$81.4K -598 -96%
HWM
565
HighMark Wealth Management
Minnesota
$2.72K
BCM
566
Bourgeon Capital Management
Connecticut
$2.59K +$2.72K +20 New
KA
567
Kozak & Associates
Colorado
$2.23K +$2.31K +17 New
AGWCA
568
Annis Gardner Whiting Capital Advisors
Florida
$2.2K +$2.31K +17 New
BC
569
Bartlett & Co
Ohio
$2K
SS
570
Sunbelt Securities
Texas
$1.94K +$2.04K +15 New
AWM
571
Abound Wealth Management
Tennessee
$1.81K
BCWM
572
Bartlett & Co Wealth Management
Ohio
$1.81K
FSWA
573
Financial Synergies Wealth Advisors
Texas
$1.55K
CCP
574
Carmel Capital Partners
California
$1.45K
EWM
575
Evermay Wealth Management
Virginia
$1.29K