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Name Holding Trade Value Shares
Change
Change in
Stake
VR
451
Vision Retirement
New Jersey
$2K +$2.15K +100 New
AssetMark Inc
452
AssetMark Inc
California
$1.86K -$881 -41 -31%
CTWM
453
Cherry Tree Wealth Management
Minnesota
$1.84K – – –
CFFP
454
Center for Financial Planning
Michigan
$1.76K – – –
TCOT
455
Trust Company of Toledo
Ohio
$1.68K – – –
EWM
456
Evermay Wealth Management
Virginia
$1.6K – – –
FC
457
Financial Consulate
Maryland
$1.52K – – –
BWA
458
Basecamp Wealth Advisors
Washington
$1.5K +$1.61K +75 New
Blue Trust Inc
459
Blue Trust Inc
Georgia
$1.4K +$236 +11 +19%
BGAI
460
Bruce G. Allen Investments
Colorado
$1.38K +$1.05K +49 +245%
CSC
461
Caldwell Sutter Capital
California
$1.3K – – –
GJIA
462
Glass Jacobson Investment Advisors
Maryland
$1.2K – – –
KFI
463
Key Financial Inc
Pennsylvania
$1.12K -$86 -4 -7%
ANBT
464
American National Bank & Trust
Texas
$1.12K – – –
BW
465
Basepoint Wealth
Iowa
$1.05K +$1.12K +52 New
CBT
466
Crews Bank & Trust
Florida
$1K – – –
SouthState Corp
467
SouthState Corp
Florida
$1K – – –
WIM
468
Westside Investment Management
California
$1K – – –
MI
469
Motiv8 Investments
Florida
$1K +$838 +39 New
LFA
470
LGT Financial Advisors
Texas
$940 – – –
SWM
471
SHP Wealth Management
Massachusetts
$920 +$989 +46 New
GEA
472
Glen Eagle Advisors
New Jersey
$880 – – –
RIL
473
Rothschild Investment LLC
Illinois
$860 -$11.7K -542 -93%
Country Trust Bank
474
Country Trust Bank
Illinois
$800 – – –
AF
475
Align Financial
Minnesota
$700 +$15K +700 New