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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1026
West Branch Capital
Massachusetts
$569 +$194 +1 +50%
BA
1027
Bellwether Advisors
Nebraska
$569 +$581 +3 New
NWWA
1028
New Wave Wealth Advisors
Arkansas
$569 +$581 +3 New
CCM
1029
Chilton Capital Management
Texas
$380 -$4.07K -21 -91%
ACA
1030
American Capital Advisory
Idaho
$380 – – –
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$380 – – –
WCM
1032
WealthTrak Capital Management
Virginia
$380 +$387 +2 New
AF
1033
Aviso Financial
Ontario, Canada
$379 -$774 -4 -67%
TCM
1034
TruNorth Capital Management
Michigan
$379 -$387 -2 -50%
CFS
1035
CGC Financial Services
Oregon
$379 – – –
CJH
1036
Christopher J. Hasenberg
Wisconsin
$379 – – –
DAM
1037
Delta Asset Management
Tennessee
$379 – – –
TAM
1038
Tucker Asset Management
Colorado
$379 – – –
BHWM
1039
Bay Harbor Wealth Management
Maryland
$379 +$387 +2 New
SC
1040
Stance Capital
Massachusetts
$379 +$387 +2 New
SMAM
1041
Sugar Maple Asset Management
Wisconsin
$379 +$387 +2 New
RDIA
1042
RE Dickinson Investment Advisors
Iowa
$200 – – –
BL
1043
BFSG LLC
California
$195 – – –
GIA
1044
GHP Investment Advisors
Colorado
$193 – – –
GJIA
1045
Glass Jacobson Investment Advisors
Maryland
$190 -$1.16K -6 -86%
PA
1046
Pineridge Advisors
Missouri
$190 -$581 -3 -75%
OA
1047
Operose Advisors
Wisconsin
$190 -$387 -2 -67%
AFG
1048
Albion Financial Group
Utah
$190 – – –
CTWM
1049
Cherry Tree Wealth Management
Minnesota
$190 – – –
CWP
1050
Concord Wealth Partners
Virginia
$190 – – –