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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
476
Cornerstone Planning Group
New Jersey
$2.64K +$2.15K +100 New
RWM
477
Rialto Wealth Management
New York
$2.58K +$258 +12 +12%
MEG
478
Millstone Evans Group
Colorado
$2.56K
KB
479
Kimelman & Baird
New York
$2.54K
NECFA
480
New England Capital Financial Advisors
Connecticut
$2.54K
PGAM
481
Princeton Global Asset Management
New Jersey
$2.49K
SRCM
482
Signature Resources Capital Management
California
$2.37K +$2.21K +103 New
CT
483
Caldwell Trust
Florida
$2.31K
CFS
484
CGC Financial Services
Oregon
$2.31K
CSB
485
City State Bank
Iowa
$2.31K
CFG
486
Clayton Financial Group
Missouri
$2.31K
CFB
487
Cullen/Frost Bankers
Texas
$2.31K
DJSG
488
D.J. St. Germain
Massachusetts
$2.31K
NRG
489
Nemes Rush Group
Michigan
$2.31K
VR
490
Vision Retirement
New Jersey
$2.31K
National Bank of Canada
491
National Bank of Canada
Quebec, Canada
$2.25K +$2.11K +98 New
CTWM
492
Cherry Tree Wealth Management
Minnesota
$2.12K
IAS
493
IMA Advisory Services
Colorado
$2.1K +$1.96K +91 New
CFFP
494
Center for Financial Planning
Michigan
$2.03K
CI
495
CX Institutional
Indiana
$2K -$2.28K -106 -59%
CAL
496
Capital Analysts LLC
Pennsylvania
$2K +$43 +2 +2%
TCOT
497
Trust Company of Toledo
Ohio
$1.94K
EWM
498
Evermay Wealth Management
Virginia
$1.85K
FC
499
Financial Consulate
Maryland
$1.75K
KFAS
500
Keating Financial Advisory Services
Kansas
$1.75K +$1.42K +66 +660%