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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
476
Northwest Capital Management
Oregon
$2.11K +$1.79K +178 New
PWMG
477
Prestige Wealth Management Group
New Jersey
$2K +$924 +92 +119%
CA
478
Centerpoint Advisors
Massachusetts
$2K – – –
HDIM
479
Hanson & Doremus Investment Management
Vermont
$2K – – –
HFM
480
Harvest Fund Management
China
$2K – – –
ZB
481
Zions Bancorporation
Utah
$1.93K – – –
LWA
482
Lowe Wealth Advisors
Maryland
$1.78K – – –
CWP
483
Concord Wealth Partners
Virginia
$1.72K – – –
KFI
484
Key Financial Inc
Pennsylvania
$1.5K +$271 +27 +27%
FFL
485
Financial Freedom LLC
Ohio
$1.48K – – –
M
486
MOTCO
Texas
$1.31K +$1.11K +111 New
RF
487
Robinswood Financial
Washington
$1.3K +$1.1K +110 New
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$1.22K – – –
BCWM
489
Bartlett & Co Wealth Management
Ohio
$1.18K – – –
CIA
490
Cape Investment Advisory
Georgia
$1.18K – – –
CSWM
491
Cassady Schiller Wealth Management
Ohio
$1.18K – – –
CT
492
Clearstead Trust
Maine
$1.18K – – –
MIM
493
Macroview Investment Management
Maryland
$1.18K – – –
PA
494
PSI Advisors
Florida
$1.18K – – –
TH
495
TCTC Holdings
Texas
$1.18K – – –
CSC
496
Caldwell Sutter Capital
California
$1.18K +$502 +50 +100%
AF
497
Advisornet Financial
Minnesota
$1.17K -$1.13K -112 -53%
JWA
498
JFS Wealth Advisors
Pennsylvania
$1.14K +$281 +28 +41%
AWM
499
AllSquare Wealth Management
New York
$1.05K – – –
BC
500
Bartlett & Co
Ohio
$1K – – –