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STM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
576
Peterson Wealth Services
Utah
$2.77K – – –
HWM
577
HighMark Wealth Management
Minnesota
$2.7K +$2.17K +36 New
NSIM
578
North Star Investment Management
Illinois
$2.62K – – –
HIA
579
Harbor Investment Advisory
Maryland
$2.55K – – –
WTA
580
Washington Trust Advisors
Massachusetts
$2.55K +$2.04K +34 New
JWM
581
JPL Wealth Management
Colorado
$2.4K – – –
MFS
582
Montgomery Financial Services
Maryland
$2.25K +$1.8K +30 New
PMFA
583
Plante Moran Financial Advisors
Michigan
$1.95K +$1.56K +26 New
M
584
MOTCO
Texas
$1.8K +$1.44K +24 New
HIA
585
Highland Investment Advisors
Florida
$1.42K +$1.14K +19 New
AIC
586
Archer Investment Corporation
Indiana
$1.35K – – –
FIM
587
FWL Investment Management
Texas
$1.27K +$1.02K +17 New
GIA
588
GHP Investment Advisors
Colorado
$1.2K – – –
BFPW
589
BOK Financial Private Wealth
Colorado
$1.2K +$962 +16 New
CFD
590
Creative Financial Designs
Indiana
$1.2K – – –
NECFA
591
New England Capital Financial Advisors
Connecticut
$1.12K +$902 +15 New
AIM
592
Axiom Investment Management
New York
$1.12K +$902 +15 New
GWM
593
Geneos Wealth Management
Colorado
$1.12K +$902 +15 New
BH
594
Burk Holdings
Oklahoma
$1.05K – – –
CAL
595
Capital Analysts LLC
Pennsylvania
$1K -$4.87K -81 -89%
BCH
596
Berkshire Capital Holdings
California
$749 +$601 +10 New
BWL
597
Bogart Wealth LLC
Virginia
$749 +$601 +10 New
MS
598
Monetary Solutions
Ohio
$524 +$421 +7 New
HWP
599
Highline Wealth Partners
California
$449 +$361 +6 New
GBT
600
Grove Bank & Trust
Florida
$300 +$241 +4 New
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