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Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1251
Marshall & Sterling Wealth Advisors
New York
$8.03K – – –
TWD
1252
True Wealth Design
Ohio
$7.84K +$793 +4 +11%
WTA
1253
Washington Trust Advisors
Massachusetts
$7.57K – – –
DPW
1254
DiNuzzo Private Wealth
Pennsylvania
$7.57K – – –
FMP
1255
Financial Management Professionals
Texas
$7.45K – – –
FW
1256
Fairway Wealth
Ohio
$7.25K – – –
CHC
1257
City Holding Co
West Virginia
$7.25K +$1.78K +9 +32%
AWM
1258
Abound Wealth Management
Tennessee
$7.17K -$1.58K -8 -18%
CWM
1259
Cedar Wealth Management
California
$7.16K – – –
HIA
1260
HFM Investment Advisors
New Jersey
$6.86K – – –
HWP
1261
Highline Wealth Partners
California
$6.66K – – –
ACM
1262
Accent Capital Management
Ohio
$6.66K +$6.74K +34 New
CIAS
1263
CBIZ Investment Advisory Services
Ohio
$6.27K +$396 +2 +7%
OL
1264
OneFund LLC
Florida
$6.27K +$991 +5 +19%
BWL
1265
Bogart Wealth LLC
Virginia
$5.88K +$4.36K +22 +275%
MAM
1266
Marquette Asset Management
Minnesota
$5.88K +$5.94K +30 New
Kayne Anderson Rudnick Investment Management
1267
Kayne Anderson Rudnick Investment Management
California
$5.73K – – –
DWM
1268
Dogwood Wealth Management
Kansas
$5.68K -$13.7K -69 -70%
CIR
1269
Clear Investment Research
Georgia
$5.5K – – –
PSFG
1270
Park Square Financial Group
Georgia
$5.29K -$196K -989 -97%
RWM
1271
Rialto Wealth Management
New York
$5.29K -$97.7K -493 -95%
GA
1272
GoalVest Advisory
New York
$5.29K – – –
BHWM
1273
Bay Harbor Wealth Management
Maryland
$5.29K +$1.98K +10 +59%
MWA
1274
Medallion Wealth Advisors
Connecticut
$5.09K – – –
FMTCOCP
1275
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –