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Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1501
Eagle Bay Advisors
New York
$13.7K -$4.47K -48 -26%
AFG
1502
Albion Financial Group
Utah
$13.1K +$1.86K +20 +18%
SF
1503
Safeguard Financial
Wisconsin
$13K +$12.4K +133 New
FSWA
1504
Financial Synergies Wealth Advisors
Texas
$12.6K – – –
SC
1505
Steph & Co
Wisconsin
$12.5K – – –
BCMLT
1506
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K +$8.75K +94 +313%
RWM
1507
Raffa Wealth Management
District of Columbia
$10.7K -$2.33K -25 -19%
DWMG
1508
DB Wealth Management Group
California
$10.7K – – –
ATC
1509
Adirondack Trust Company
New York
$10.6K +$9.96K +107 New
PP
1510
Pacifica Partners
Canada
$10.6K – – –
AWM
1511
Activest Wealth Management
Florida
$10.5K +$93 +1 +1%
SWM
1512
Sugarloaf Wealth Management
Georgia
$10.4K +$93 +1 +1%
MLA
1513
MB, Levis & Associates
Pennsylvania
$10.3K – – –
KIG
1514
Kessler Investment Group
Indiana
$10.3K – – –
AWM
1515
Abound Wealth Management
Tennessee
$10.2K +$9.4K +101 New
CFS
1516
CGC Financial Services
Oregon
$10.1K +$9.31K +100 New
CSC
1517
Caldwell Sutter Capital
California
$9.89K +$9.12K +98 New
OSNBOA
1518
Old Second National Bank of Aurora
Illinois
$8.68K – – –
GFPC
1519
Global Financial Private Client
Florida
$8.36K – – –
OPTFSNA
1520
Old Point Trust & Financial Services N A
Virginia
$8.07K +$7.45K +80 New
CAS
1521
Coppell Advisory Solutions
Texas
$7.68K +$7.07K +76 New
RA
1522
Rise Advisors
New York
$7.63K -$19.4K -208 -73%
JGIA
1523
Jackson Grant Investment Advisers
Connecticut
$7.37K +$6.79K +73 New
GJIA
1524
Glass Jacobson Investment Advisors
Maryland
$7.27K +$6.7K +72 New
WIM
1525
Westside Investment Management
California
$6.86K -$18.6K -200 -75%