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Name Holding Trade Value Shares
Change
Change in
Stake
O
1401
Ossiam
France
$4.19K – – –
MEG
1402
Millstone Evans Group
Colorado
$4.12K – – –
TFM
1403
TFC Financial Management
Massachusetts
$4.09K -$4.27K -123 -50%
CFS
1404
CGC Financial Services
Oregon
$4.06K – – –
CIAS
1405
CBIZ Investment Advisory Services
Ohio
$4.01K -$1.7K -49 -29%
FDCP
1406
Foster Dykema Cabot & Partners
Massachusetts
$3.85K – – –
TWD
1407
True Wealth Design
Ohio
$3.82K -$29.8K -858 -88%
APW
1408
Aventura Private Wealth
Florida
$3.79K – – –
AWM
1409
Abound Wealth Management
Tennessee
$3.69K – – –
BAM
1410
Bellevue Asset Management
Washington
$3.68K +$35 +1 +0.9%
TCM
1411
Tradewinds Capital Management
Washington
$3.43K -$1.6K -46 -31%
BA
1412
Bellwether Advisors
Nebraska
$3.41K – – –
CT
1413
Caldwell Trust
Florida
$3.38K – – –
OPTFSNA
1414
Old Point Trust & Financial Services N A
Virginia
$3.38K – – –
WCM
1415
WealthTrak Capital Management
Virginia
$3.38K +$1.04K +30 +43%
RWA
1416
Redmont Wealth Advisors
Illinois
$3.38K +$3.47K +100 New
IWM
1417
IMG Wealth Management
Florida
$3.31K +$3.4K +98 New
FRA
1418
Front Row Advisors
California
$3.07K – – –
TCM
1419
TruNorth Capital Management
Michigan
$3.04K -$39.9K -1,149 -93%
RMC
1420
Resources Management Corp
Connecticut
$3K – – –
BOJHT
1421
Bank of Jackson Hole Trust
Wyoming
$2.94K – – –
BHWM
1422
Beaird Harris Wealth Management
Texas
$2.94K – – –
JFGIW
1423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.9K +$2.95K +85 New
IHWM
1424
Iron Horse Wealth Management
Iowa
$2.87K – – –
HIMS
1425
Hager Investment Management Services
New Hampshire
$2.81K -$31.4K -906 -92%