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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
626
International Assets Investment Management
Florida
$68.5K – – –
JWM
627
JPL Wealth Management
Colorado
$63.7K -$249 -3 -0.4%
MA
628
MCF Advisors
Kentucky
$63K – – –
SIC
629
SJS Investment Consulting
Ohio
$60K +$3.4K +41 +7%
QL
630
Quarry LP
New York
$58K +$1.57K +19 +3%
MEG
631
Millstone Evans Group
Colorado
$55.4K – – –
DMBA
632
Deseret Mutual Benefit Administrators
Utah
$54.9K -$1.57K -19 -3%
CA
633
CoreCap Advisors
Michigan
$49.4K -$5.58M -67,305 -99%
SIM
634
Synergy Investment Management
Florida
$48.1K +$41.4K +500 +714%
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$46.8K – – –
TCOV
636
Trust Company of Vermont
Vermont
$46.6K +$43.2K +521 New
NSG
637
Nalls Sherbakoff Group
Tennessee
$44.7K – – –
1IA
638
1620 Investment Advisors
Massachusetts
$41K -$9.28K -112 -20%
TSMHT
639
Thurston Springer Miller Herd & Titak
Indiana
$39.8K +$2.49K +30 +7%
AA
640
Ancora Advisors
Ohio
$38.7K -$40.5K -489 -53%
NSIM
641
North Star Investment Management
Illinois
$38.5K +$83 +1 +0.2%
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$38.2K – – –
AFC
643
Ares Financial Consulting
California
$37.4K – – –
TCM
644
Triumph Capital Management
Colorado
$35.8K – – –
BC
645
Barrett & Company
Rhode Island
$35.4K – – –
W
646
WealthCollab
Washington
$33.1K – – –
RF
647
Rossby Financial
Florida
$32.4K +$663 +8 +2%
SWM
648
SHP Wealth Management
Massachusetts
$32.3K +$331 +4 +1%
C
649
Covestor
United Kingdom
$29K -$23.2K -280 -46%
MTI
650
Merrithew & Thorsten Inc
California
$28K +$166 +2 +0.6%