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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1601
Rockbridge Investment Management
New York
$11.3K +$10.4K +109 New
AAG
1602
Armstrong Advisory Group
Massachusetts
$11.1K -$16.7K -175 -62%
DWMG
1603
DB Wealth Management Group
California
$11K – – –
KFP
1604
Keener Financial Planning
Texas
$11K +$10.4K +109 New
CTA
1605
Colonial Trust Advisors
South Carolina
$10.9K +$6.1K +64 +156%
SWM
1606
Sugarloaf Wealth Management
Georgia
$10.8K +$95 +1 +1%
MLA
1607
MB, Levis & Associates
Pennsylvania
$10.7K – – –
PA
1608
PSI Advisors
Florida
$10.6K +$9.73K +102 New
CFS
1609
CGC Financial Services
Oregon
$10.4K – – –
CCC
1610
Chelsea Counsel Company
California
$10.4K +$9.54K +100 New
FF
1611
Friedenthal Financial
New Jersey
$10.4K +$9.54K +100 New
LG
1612
LAM Group
Oregon
$10.4K +$9.54K +100 New
MSWM
1613
McGlone Suttner Wealth Management
Wisconsin
$10.4K +$9.54K +100 New
PP
1614
Pingora Partners
Wyoming
$10.4K +$9.54K +100 New
AWM
1615
Able Wealth Management
New Jersey
$10.3K +$9.44K +99 New
CSC
1616
Caldwell Sutter Capital
California
$10.2K – – –
HFS
1617
HBC Financial Services
Washington
$10K -$14.4K -151 -60%
AP
1618
Aspect Partners
Virginia
$9.88K +$9.06K +95 New
MSG
1619
Main Street Group
Virginia
$9.88K +$9.06K +95 New
RBA
1620
Richard Bernstein Advisors
New York
$9.78K +$8.96K +94 New
FSWA
1621
Financial Synergies Wealth Advisors
Texas
$9.31K – – –
OSNBOA
1622
Old Second National Bank of Aurora
Illinois
$8.94K – – –
BFS
1623
Bare Financial Services
Pennsylvania
$8.94K +$8.2K +86 New
DCM
1624
Davis Capital Management
Florida
$8.63K +$7.92K +83 New
HWP
1625
Highline Wealth Partners
California
$8.32K +$2.38K +25 +45%