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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1351
Centerpoint Advisors
Massachusetts
$14K +$10.6K +223 +319%
PMFA
1352
Plante Moran Financial Advisors
Michigan
$13.9K +$11.5K +242 +605%
BCPWM
1353
Bradley & Co Private Wealth Management
Florida
$13.8K
POIA
1354
Pin Oak Investment Advisors
Texas
$13K
FFA
1355
Fairfield Financial Advisors
Massachusetts
$12.7K +$48 +1 +0.4%
OLVIG
1356
Oliver Lagore Vanvalin Investment Group
Michigan
$12.5K -$2.34K -49 -16%
CWM
1357
Cedar Wealth Management
California
$12.3K
TIM
1358
Tortoise Investment Management
New York
$11.9K
FCB
1359
First Command Bank
Texas
$11.7K +$3.81K +80 +50%
FCFS
1360
First Command Financial Services
Texas
$11.7K +$3.81K +80 +50%
OPTFSNA
1361
Old Point Trust & Financial Services N A
Virginia
$11.7K +$11.4K +239 New
USB
1362
Union Savings Bank
Connecticut
$11.4K +$9.35K +196 New
IFAM
1363
Institutional & Family Asset Management
Colorado
$11.3K +$48 +1 +0.4%
WAS
1364
Winch Advisory Services
Wisconsin
$11K +$48 +1 +0.5%
AWM
1365
Abound Wealth Management
Tennessee
$10.9K +$1.57K +33 +17%
MFT
1366
Moisand Fitzgerald Tamayo
Florida
$10.3K
YDMI
1367
Y.D. More Investments
Israel
$9.82K -$110K -2,300 -92%
FCT
1368
First Community Trust
Iowa
$9.82K
WOSD
1369
WFA of San Diego
California
$9.82K +$9.54K +200 New
FFL
1370
Financial Freedom LLC
Ohio
$9.57K
ETC
1371
Exchange Traded Concepts
Oklahoma
$9.53K -$2.34K -49 -20%
BWL
1372
Bogart Wealth LLC
Virginia
$8.84K
SWM
1373
Sanctuary Wealth Management
Idaho
$8.6K +$8.35K +175 New
PWMG
1374
Prestige Wealth Management Group
New Jersey
$7.95K -$191 -4 -2%
FP
1375
Financial Perspectives
Minnesota
$7.79K