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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
601
Dynamic Wealth Strategies
California
$41K -$9.93K -170 -21%
EWA
602
EverSource Wealth Advisors
Alabama
$40.8K +$1.75K +30 +5%
BGAI
603
Bruce G. Allen Investments
Colorado
$38.7K +$6.13K +105 +21%
SIS
604
Sound Income Strategies
Florida
$37.7K +$409 +7 +1%
MCM
605
MV Capital Management
Maryland
$37.5K +$409 +7 +1%
FFC
606
First Financial Corp
Indiana
$36.9K -$6.48K -111 -16%
JFA
607
JNBA Financial Advisors
Minnesota
$36.7K
CA
608
Clearstead Advisors
Ohio
$34.8K +$2.04K +35 +7%
IA
609
IFP Advisors
Florida
$34.4K -$1.52K -26 -5%
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K
CTA
611
Colonial Trust Advisors
South Carolina
$32.1K
JPWM
612
Jamison Private Wealth Management
Georgia
$31.8K +$58 +1 +0.2%
FCT
613
First Community Trust
Iowa
$30.7K
CTC
614
Central Trust Company
Missouri
$30.1K -$264K -4,516 -91%
GIA
615
GHP Investment Advisors
Colorado
$25.1K
BAM
616
Bellevue Asset Management
Washington
$24.2K +$58 +1 +0.3%
WAG
617
Wiser Advisor Group
Arizona
$24K +$117 +2 +0.5%
OP
618
ORG Partners
Indiana
$23K -$9.69K -166 -32%
BTC
619
Bank & Trust Company
Illinois
$22.6K
MFC
620
Mechanics Financial Corp
Ohio
$22.4K +$20.4K +350 New
HFS
621
HBC Financial Services
Washington
$21K +$117 +2 +0.6%
BFPW
622
BOK Financial Private Wealth
Colorado
$20.1K +$18.3K +314 New
C
623
Covestor
United Kingdom
$20K -$467 -8 -2%
HCA
624
Harbor Capital Advisors
Illinois
$20K +$18.5K +317 New
CFO
625
CVA Family Office
Colorado
$19.9K -$584 -10 -3%