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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1401
TFC Financial Management
Massachusetts
$4.09K -$4.27K -123 -50%
CFS
1402
CGC Financial Services
Oregon
$4.06K
CIAS
1403
CBIZ Investment Advisory Services
Ohio
$4.01K -$1.7K -49 -29%
FDCP
1404
Foster Dykema Cabot & Partners
Massachusetts
$3.85K
TWD
1405
True Wealth Design
Ohio
$3.82K -$29.8K -858 -88%
APW
1406
Aventura Private Wealth
Florida
$3.79K
AWM
1407
Abound Wealth Management
Tennessee
$3.69K
BAM
1408
Bellevue Asset Management
Washington
$3.68K +$35 +1 +0.9%
TCM
1409
Tradewinds Capital Management
Washington
$3.43K -$1.6K -46 -31%
BA
1410
Bellwether Advisors
Nebraska
$3.41K
CT
1411
Caldwell Trust
Florida
$3.38K
OPTFSNA
1412
Old Point Trust & Financial Services N A
Virginia
$3.38K
WCM
1413
WealthTrak Capital Management
Virginia
$3.38K +$1.04K +30 +43%
RWA
1414
Redmont Wealth Advisors
Illinois
$3.38K +$3.47K +100 New
IWM
1415
IMG Wealth Management
Florida
$3.31K +$3.4K +98 New
FRA
1416
Front Row Advisors
California
$3.07K
TCM
1417
TruNorth Capital Management
Michigan
$3.04K -$39.9K -1,149 -93%
RMC
1418
Resources Management Corp
Connecticut
$3K
BOJHT
1419
Bank of Jackson Hole Trust
Wyoming
$2.94K
BHWM
1420
Beaird Harris Wealth Management
Texas
$2.94K
JFGIW
1421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.9K +$2.95K +85 New
IHWM
1422
Iron Horse Wealth Management
Iowa
$2.87K
HIMS
1423
Hager Investment Management Services
New Hampshire
$2.81K -$31.4K -906 -92%
EP
1424
Essential Partners
California
$2.74K +$2.81K +81 New
CAM
1425
Creekmur Asset Management
Illinois
$2.7K