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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1001
Bogart Wealth LLC
Virginia
$6.25K +$2.18K +9 +56%
BHWM
1002
Bay Harbor Wealth Management
Maryland
$6.25K +$1.69K +7 +39%
CFG
1003
CKW Financial Group
Hawaii
$6K -$2.66K -11 -31%
STB
1004
S&T Bank
Pennsylvania
$6K
DWM
1005
Dogwood Wealth Management
Kansas
$6K +$2.42K +10 +71%
CFFP
1006
Center for Financial Planning
Michigan
$5.75K
DSC
1007
Duncker Streett & Co
Missouri
$5.75K
FDCP
1008
Foster Dykema Cabot & Partners
Massachusetts
$5.75K
RWM
1009
Rialto Wealth Management
New York
$5.75K +$1.69K +7 +44%
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.5K -$1.45K -6 -21%
1IA
1011
1620 Investment Advisors
Massachusetts
$5.5K
SHIM
1012
Stone House Investment Management
Pennsylvania
$5.5K
BLC
1013
Brown, Lisle/Cummings
Rhode Island
$5.36K
AUB
1014
Atlantic Union Bankshares
Virginia
$5.3K +$484 +2 +11%
BC
1015
Barrett & Company
Rhode Island
$5.05K -$484 -2 -9%
HWM
1016
HighMark Wealth Management
Minnesota
$5.01K
BG
1017
Bollard Group
Massachusetts
$5K
TFGT
1018
TS Financial Group (TSFG)
Illinois
$5K
SI
1019
Sapience Investments
California
$5K -$664K -2,747 -99%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$5K
BA
1021
Ballast Advisors
Minnesota
$5K +$4.83K +20 New
NF
1022
Napier Financial
Massachusetts
$5K +$4.83K +20 New
NECFA
1023
New England Capital Financial Advisors
Connecticut
$4.82K
EWM
1024
Evermay Wealth Management
Virginia
$4.75K +$484 +2 +12%
AP
1025
Atwood & Palmer
Missouri
$4.75K +$725 +3 +19%