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Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Addison Advisors
Vermont
$1.54K +$75 +1 +5%
HIMS
602
Hager Investment Management Services
New Hampshire
$1.39K – – –
WAS
603
Winch Advisory Services
Wisconsin
$1.39K – – –
CH
604
Cromwell Holdings
Wyoming
$1.23K – – –
WB
605
Webster Bank
Connecticut
$1.23K – – –
RWS
606
Retirement Wealth Solutions
Wisconsin
$1.16K +$448 +6 +67%
RIAS
607
Rachor Investment Advisory Services
Michigan
$1.08K – – –
CFD
608
Creative Financial Designs
Indiana
$1.08K +$373 +5 +56%
CFM
609
Cornerstone Financial Management
Massachusetts
$1K -$373 -5 -28%
NEWAS
610
N.E.W. Advisory Services
Wisconsin
$1K – – –
CW
611
Curio Wealth
Maryland
$1K +$970 +13 New
CAL
612
Capital Advisors Ltd
Ohio
$1K +$373 +5 +45%
NB
613
NBT Bank
New York
$926 +$896 +12 New
PMAM
614
Picton Mahoney Asset Management
Ontario, Canada
$848 – – –
FNWA
615
Financial Network Wealth Advisors
Utah
$771 -$3.66K -49 -83%
SEP
616
Signature Equity Partners
Ohio
$771 -$672 -9 -47%
RWM
617
Rialto Wealth Management
New York
$540 -$522 -7 -50%
BWL
618
Bogart Wealth LLC
Virginia
$540 -$373 -5 -42%
BLC
619
Brown, Lisle/Cummings
Rhode Island
$540 +$522 +7 New
ANBT
620
American National Bank & Trust
Texas
$539 -$149 -2 -22%
AUB
621
Atlantic Union Bankshares
Virginia
$463 – – –
MCM
622
MV Capital Management
Maryland
$463 +$224 +3 +100%
BGAI
623
Bruce G. Allen Investments
Colorado
$386 – – –
VWM
624
Vermillion Wealth Management
Minnesota
$386 +$373 +5 New
ACA
625
American Capital Advisory
Idaho
$309 – – –