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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
451
Bogart Wealth LLC
Virginia
$4.29K
OAJ
452
Ogorek Anthony Joseph
New York
$4K -$1.61K -75 -30%
KWM
453
Kiker Wealth Management
Georgia
$3.88K
PB
454
Pinnacle Bancorp
Nebraska
$3.88K +$3.64K +169 New
WTC
455
WhitTier Trust Company
Nevada
$3.81K
AIC
456
Archer Investment Corporation
Indiana
$3.56K +$22 +1 +0.6%
JWA
457
JFS Wealth Advisors
Pennsylvania
$3.38K -$882 -41 -22%
AIP
458
Ameritas Investment Partners
Nebraska
$3.33K
GM
459
GeoWealth Management
Illinois
$3.33K +$3.12K +145 New
KB
460
Kimelman & Baird
New York
$3.17K
AssetMark Inc
461
AssetMark Inc
California
$3.08K +$1.38K +64 +91%
MEG
462
Millstone Evans Group
Colorado
$3.01K
AW
463
Avion Wealth
Texas
$3K -$387 -18 -10%
WTFG
464
Wood Tarver Financial Group
Idaho
$3K -$22 -1 -0.8%
CAL
465
Capital Advisors Ltd
Ohio
$3K +$430 +20 +17%
TCM
466
Traub Capital Management
Massachusetts
$2.94K +$2.75K +128 New
TCOV
467
Trust Company of Vermont
Vermont
$2.8K -$17.7K -824 -87%
MFT
468
Moisand Fitzgerald Tamayo
Florida
$2.76K
BFS
469
Bare Financial Services
Pennsylvania
$2.76K
VWA
470
Valued Wealth Advisors
Utah
$2.69K
CFD
471
Creative Financial Designs
Indiana
$2.67K
T
472
Transce3nd
Texas
$2.57K +$65 +3 +3%
VWM
473
Vermillion Wealth Management
Minnesota
$2.53K
NECFA
474
New England Capital Financial Advisors
Connecticut
$2.53K
PGAM
475
Princeton Global Asset Management
New Jersey
$2.48K -$27K -1,256 -92%