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Name Holding Trade Value Shares
Change
Change in
Stake
AA
826
Addison Advisors
Vermont
$14.5K – – –
GBT
827
Grove Bank & Trust
Florida
$13.9K – – –
GAAM
828
Guinness Atkinson Asset Management
California
$13.5K – – –
NECFA
829
New England Capital Financial Advisors
Connecticut
$13.5K – – –
TCOV
830
Trust Company of Vermont
Vermont
$13.1K +$12.6K +148 New
PPC
831
Park Place Capital
Alabama
$11.7K -$341 -4 -3%
WAG
832
Wilkerson Advisory Group
Missouri
$11.7K +$2.13K +25 +23%
AF
833
Advisornet Financial
Minnesota
$11.3K +$3.15K +37 +41%
BFS
834
Bare Financial Services
Pennsylvania
$11.2K +$5.03K +59 +88%
RFS
835
Richardson Financial Services
Massachusetts
$11.1K +$1.88K +22 +21%
FLP
836
Financial Life Planners
Arizona
$11K – – –
CSC
837
Caldwell Sutter Capital
California
$11K – – –
HNW
838
High Note Wealth
Minnesota
$11K +$85 +1 +0.8%
CFM
839
Cornerstone Financial Management
Massachusetts
$10.9K +$4.26K +50 +68%
CA
840
Continuum Advisory
Idaho
$10.8K +$10.4K +122 New
ANBT
841
American National Bank & Trust
Texas
$10.4K – – –
RWM
842
Raffa Wealth Management
District of Columbia
$10.3K +$1.02K +12 +12%
SSG
843
Summit Securities Group
New York
$10K +$2.98K +35 +45%
TFGT
844
TS Financial Group (TSFG)
Illinois
$10K – – –
S
845
Sachetta
Massachusetts
$9.95K +$256 +3 +3%
KFG
846
Kingdom Financial Group
Arizona
$9.95K +$9.55K +112 New
WA
847
Westfuller Advisors
New York
$9.84K – – –
MAM
848
Marquette Asset Management
Minnesota
$9.59K – – –
CFB
849
Cullen/Frost Bankers
Texas
$8.89K +$4.77K +56 +127%
SWP
850
Strategic Wealth Partners
Ohio
$8.88K – – –