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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
651
HighMark Wealth Management
Minnesota
$8.85K +$684 +14 +8%
PO
652
Private Ocean
California
$8.36K +$8.4K +172 New
PCWA
653
Pacific Capital Wealth Advisors
California
$7.73K +$7.76K +159 New
WIA
654
Wetzel Investment Advisors
Indiana
$7.49K
FWM
655
FSA Wealth Management
Massachusetts
$6.9K
AT
656
Arlington Trust
Alabama
$6.8K
BCMLT
657
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.71K
IBOK
658
Independence Bank of Kentucky
Kentucky
$6.51K
VWM
659
Venturi Wealth Management
Texas
$6.08K -$20K -410 -77%
AEPWM
660
Atlantic Edge Private Wealth Management
Florida
$6.03K
HDIM
661
Hanson & Doremus Investment Management
Vermont
$6K +$6.1K +125 New
RAM
662
Riggs Asset Management
Pennsylvania
$5.98K
SL
663
Salomon & Ludwin
Virginia
$5.78K
BIA
664
Bell Investment Advisors
California
$5.74K +$2.98K +61 +107%
CWC
665
Carolinas Wealth Consulting
North Carolina
$5.72K -$635 -13 -10%
KFI
666
Key Financial Inc
Pennsylvania
$5.59K
AGWCA
667
Annis Gardner Whiting Capital Advisors
Florida
$5.25K
SC
668
SouthState Corp
Florida
$5.25K +$5.27K +108 New
TFGT
669
TS Financial Group (TSFG)
Illinois
$5K
WAS
670
Winch Advisory Services
Wisconsin
$4.86K
FP
671
Financial Perspectives
Minnesota
$4.86K -$14.4K -295 -75%
CFFP
672
Center for Financial Planning
Michigan
$4.86K
OPTFSNA
673
Old Point Trust & Financial Services N A
Virginia
$4.86K
HIA
674
Harbor Investment Advisory
Maryland
$4.76K +$1.32K +27 +38%
FFO
675
Fortitude Family Office
Arizona
$4.52K