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Name Holding Trade Value Shares
Change
Change in
Stake
MG
551
Mather Group
Illinois
$10.8K -$2.27K -12 -16%
AT
552
Arlington Trust
Alabama
$10.4K – – –
AP
553
Aspect Partners
Virginia
$9.77K – – –
WA
554
Whipplewood Advisors
Colorado
$9.6K -$48.3K -255 -82%
MIFH
555
Migdal Insurance & Financial Holdings
Israel
$8.76K +$9.85K +52 New
ATC
556
Adirondack Trust Company
New York
$8.42K – – –
BIM
557
Bullseye Investment Management
Ohio
$8.42K – – –
NEWAS
558
N.E.W. Advisory Services
Wisconsin
$8.42K – – –
WA
559
Westfuller Advisors
New York
$8.36K +$189 +1 +2%
MTI
560
Merrithew & Thorsten Inc
California
$8K – – –
RMP
561
Richards, Merrill & Peterson
Washington
$7.58K – – –
RWM
562
Rialto Wealth Management
New York
$7.58K +$379 +2 +5%
CCMI
563
Creative Capital Management Investments
California
$7.58K +$1.14K +6 +15%
ACA
564
American Capital Advisory
Idaho
$7.58K +$5.68K +30 +200%
AWM
565
Abound Wealth Management
Tennessee
$7.41K – – –
LI
566
LRI Investments
Florida
$7.16K +$4.55K +24 +126%
MWA
567
Medallion Wealth Advisors
Connecticut
$6.91K +$7.77K +41 New
B
568
Bayban
Minnesota
$6.74K – – –
TFA
569
Toth Financial Advisory
Virginia
$6.74K – – –
PMFA
570
Plante Moran Financial Advisors
Michigan
$6.74K +$7.58K +40 New
SIM
571
Synergy Investment Management
Florida
$6.6K +$2.84K +15 +68%
TCM
572
Triumph Capital Management
Colorado
$6.57K -$1.71K -9 -19%
GG
573
Gleason Group
Kentucky
$6.57K +$7.39K +39 New
RWM
574
Raffa Wealth Management
District of Columbia
$6.4K -$758 -4 -10%
TWD
575
True Wealth Design
Ohio
$6.23K -$31.4K -166 -82%