Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$488 +$342 +16 +114%
GI
402
Gradient Investments
Minnesota
$423 +$214 +10 +63%
CWP
403
Concord Wealth Partners
Virginia
$390 -$11.5K -537 -96%
WIA
404
Wetzel Investment Advisors
Indiana
$320 – – –
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$260 -$43 -2 -11%
RCM
406
Richardson Capital Management
Wisconsin
$260 – – –
SRCM
407
Signature Resources Capital Management
California
$244 – – –
SA
408
Scarborough Advisors
Maryland
$228 – – –
PWA
409
Provenance Wealth Advisors
Florida
$211 – – –
RWM
410
Raffa Wealth Management
District of Columbia
$211 – – –
EAM
411
Eukles Asset Management
Ohio
$163 – – –
MFG
412
Mendota Financial Group
Wisconsin
$163 – – –
PPC
413
Park Place Capital
Alabama
$146 – – –
TSMHT
414
Thurston Springer Miller Herd & Titak
Indiana
$146 +$193 +9 New
ADL
415
Asset Dedication LLC
California
$131 – – –
TWD
416
True Wealth Design
Ohio
$131 +$21 +1 +14%
CPG
417
Cornerstone Planning Group
New Jersey
$116 – – –
HIA
418
Harbor Investment Advisory
Maryland
$114 +$150 +7 New
MCM
419
Manchester Capital Management
Vermont
$82 -$4.51K -211 -98%
TAM
420
Tucker Asset Management
Colorado
$81 – – –
AssetMark Inc
421
AssetMark Inc
California
$65 +$86 +4 New
AA
422
Addison Advisors
Vermont
$49 – – –
CAM
423
Creekmur Asset Management
Illinois
$49 +$64 +3 New
GWSG
424
GPS Wealth Strategies Group
Colorado
$33 – – –
PPA
425
Painted Porch Advisors
California
$33 +$43 +2 New