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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1576
Bogart Wealth LLC
Virginia
$67K -$6.22K -49 -7%
CSB
1577
City State Bank
Iowa
$67K – – –
SC
1578
Skylands Capital
Wisconsin
$66.3K -$12.7K -100 -14%
CAS
1579
Coppell Advisory Solutions
Texas
$66.3K +$6.6K +52 +13%
GJIA
1580
Glass Jacobson Investment Advisors
Maryland
$65.8K – – –
AW
1581
Avion Wealth
Texas
$65K +$254 +2 +0.3%
ST
1582
Smithfield Trust
Pennsylvania
$64K -$16.5K -130 -18%
CWP
1583
Concord Wealth Partners
Virginia
$62.8K -$9.78K -77 -12%
JPWM
1584
Jamison Private Wealth Management
Georgia
$61.8K +$71K +559 New
CAC
1585
Certified Advisory Corp
Florida
$61.6K +$1.73M +13,628 New
EAM
1586
Eukles Asset Management
Ohio
$59.2K – – –
HT
1587
Headlands Technologies
Illinois
$58.3K +$66.9K +527 New
NCM
1588
Northwest Capital Management
Oregon
$56.7K – – –
OCM
1589
Orion Capital Management
California
$55.3K +$63.5K +500 New
CFFP
1590
Center for Financial Planning
Michigan
$55.2K +$17.9K +141 +39%
TSWM
1591
Tyler-Stone Wealth Management
Ohio
$55K -$635 -5 -1%
CWA
1592
Carolina Wealth Advisors
South Carolina
$54.1K +$8.76K +69 +16%
AAG
1593
Armstrong Advisory Group
Massachusetts
$53.2K – – –
GM
1594
GeoWealth Management
Illinois
$53K -$2.16K -17 -3%
EP
1595
Elkhorn Partners
Nebraska
$53K +$60.9K +480 New
SL
1596
Salomon & Ludwin
Virginia
$53K +$60.8K +479 New
VWM
1597
Venturi Wealth Management
Texas
$51.7K +$59.3K +467 New
CFD
1598
Creative Financial Designs
Indiana
$51K -$9.78K -77 -14%
LF
1599
Lee Financial
Texas
$50.3K -$3.94K -31 -6%
ME
1600
McIlrath & Eck
Washington
$47.4K -$25.4K -200 -32%