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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$1.5K
BWL
452
Bogart Wealth LLC
Virginia
$1.45K -$567 -35 -30%
PTC
453
Private Trust Company
Ohio
$1.43K
PK
454
Pflug Koory
Nebraska
$1.36K
MO
455
McMillan Office
Michigan
$1.28K +$1.15K +71 New
SAM
456
Smartleaf Asset Management
Massachusetts
$1.24K +$357 +22 +48%
GJIA
457
Glass Jacobson Investment Advisors
Maryland
$1.23K
SIS
458
Sound Income Strategies
Florida
$1.17K +$859 +53 +589%
WWA
459
Wealth Watch Advisors
Colorado
$1.1K
CH
460
Cromwell Holdings
Wyoming
$1.05K
SWP
461
Strategic Wealth Partners
Ohio
$1.03K
PMFA
462
Plante Moran Financial Advisors
Michigan
$1.03K +$924 +57 New
FFO
463
Fortitude Family Office
Arizona
$1.01K -$243 -15 -21%
WA
464
Westfuller Advisors
New York
$1.01K +$16 +1 +2%
KG
465
Kilter Group
New York
$941 -$130 -8 -13%
RTC
466
Riverview Trust Company
Washington
$904
PP
467
Paladin Partners
Wisconsin
$904 +$810 +50 New
NL
468
NVWM LLC
Pennsylvania
$864
MWPCG
469
Measured Wealth Private Client Group
New Hampshire
$850
TF
470
Tompkins Financial
New York
$777 -$130K -8,000 -99%
BW
471
Basepoint Wealth
Iowa
$743 +$664 +41 New
ITIM
472
Indiana Trust & Investment Management
Indiana
$723 +$648 +40 New
CSC
473
Caldwell Sutter Capital
California
$669
MPW
474
MASECO Private Wealth
$656 +$583 +36 New
HI
475
Hoey Investments
Pennsylvania
$651