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Name Holding Trade Value Shares
Change
Change in
Stake
DF
1676
DecisionPoint Financial
Arizona
$1.31K +$1.02K +19 +190%
CT
1677
Caldwell Trust
Florida
$1.16K -$1.34K -25 -50%
AI
1678
Atomic Invest
New York
$1.14K -$161 -3 -11%
MWM
1679
Mascoma Wealth Management
New Hampshire
$1.12K – – –
IPS
1680
Investors Portfolio Services
Washington
$1.07K +$1.23K +23 New
UCB
1681
United Community Bank
South Carolina
$1.02K – – –
GPFA
1682
Game Plan Financial Advisors
Ohio
$930 – – –
RJA
1683
Ross\Johnson & Associates
Minnesota
$883 – – –
Vanguard Advisers Inc
1684
Vanguard Advisers Inc
Pennsylvania
$790 +$911 +17 New
BONH
1685
Bank of New Hampshire
New Hampshire
$744 – – –
BIM
1686
Breakwater Investment Management
Washington
$744 +$857 +16 New
TCA
1687
Trifecta Capital Advisors
Illinois
$744 +$857 +16 New
BMC
1688
Bear Mountain Capital
Washington
$666 – – –
NL
1689
NorthAvenue LLC
Ohio
$651 – – –
MBFW
1690
Morton Brown Family Wealth
Pennsylvania
$651 +$750 +14 New
LWM
1691
Lodestone Wealth Management
Washington
$604 – – –
SFG
1692
Strive Financial Group
Indiana
$465 – – –
T
1693
Tidemark
California
$418 – – –
PJC
1694
Phillip James Consulting
Minnesota
$372 +$429 +8 New
WBC
1695
West Branch Capital
Massachusetts
$326 – – –
HI
1696
Hoey Investments
Pennsylvania
$279 +$322 +6 New
NWS
1697
Nvest Wealth Strategies
Ohio
$233 – – –
HHGA
1698
Halbert Hargrove Global Advisors
California
$159 +$161 +3 New
AWM
1699
Abound Wealth Management
Tennessee
$140 -$11.8K -220 -99%
Parallax Volatility Advisers
1700
Parallax Volatility Advisers
California
$93 +$107 +2 New