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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
626
Beaird Harris Wealth Management
Texas
$2.46K +$2.25K +130 New
GC
627
Gould Capital
Washington
$2.37K – – –
SWM
628
Sanctuary Wealth Management
Idaho
$2.37K – – –
EWM
629
Evermay Wealth Management
Virginia
$2.27K – – –
LA
630
LM Advisors
California
$2.27K +$2.08K +120 New
AWM
631
Abound Wealth Management
Tennessee
$2.08K +$260 +15 +16%
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.08K +$1.91K +110 New
FP
633
Financial Perspectives
Minnesota
$1.99K – – –
IHWM
634
Iron Horse Wealth Management
Iowa
$1.99K – – –
M
635
MOTCO
Texas
$1.99K – – –
OLVIG
636
Oliver Lagore Vanvalin Investment Group
Michigan
$1.89K -$2.34K -135 -57%
RWPA
637
Richard W. Paul & Associates
Michigan
$1.89K – – –
SN
638
Sittner & Nelson
Oregon
$1.89K – – –
CPG
639
Cornerstone Planning Group
New Jersey
$1.8K – – –
CAM
640
ClariVest Asset Management
California
$1.61K +$1.48K +85 New
BAM
641
Byrne Asset Management
New Jersey
$1.5K – – –
GGI
642
Godsey & Gibb Inc
Virginia
$1.42K – – –
CFS
643
CGC Financial Services
Oregon
$1.42K – – –
TFA
644
Transamerica Financial Advisors
Florida
$1K – – –
FWM
645
Focused Wealth Management
New York
$955 – – –
BWAM
646
Boyd Watterson Asset Management
Ohio
$947 – – –
WAM
647
WFA Asset Management
Wisconsin
$758 – – –
PO
648
Private Ocean
California
$758 +$694 +40 New
NMG
649
New Millennium Group
Utah
$576 – – –
EL
650
EMFO LLC
Florida
$474 – – –