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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Cranbrook Wealth Management
Michigan
$9K
OC
752
Oakworth Capital
Alabama
$9K
JFA
753
JNBA Financial Advisors
Minnesota
$8K
RIM
754
Rockbridge Investment Management
New York
$8K
PFBT
755
Parkside Financial Bank & Trust
Missouri
$8K +$2.16K +9 +38%
VNA
756
Valley National Advisers
Pennsylvania
$8K +$3.85K +16 +89%
EBA
757
Eagle Bay Advisors
New York
$8K +$6.97K +29 New
LPWM
758
Lake Point Wealth Management
Texas
$8K +$7.94K +33 New
LS
759
Leelyn Smith
Illinois
$7K
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$509K -2,115 -99%
AWA
761
Arkadios Wealth Advisors
Georgia
$6K -$1.68K -7 -21%
BWP
762
Baldwin Wealth Partners
Massachusetts
$6K
EWM
763
Edge Wealth Management
New York
$6K
Nisa Investment Advisors
764
Nisa Investment Advisors
Missouri
$5.04K +$641K +2,665 +14%
JWM
765
Janiczek Wealth Management
Colorado
$5K -$3.61K -15 -39%
PA
766
Perennial Advisors
New York
$5K
SIAP
767
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
MCM
768
Manchester Capital Management
Vermont
$5K +$5.53K +23 New
CWP
769
Concord Wealth Partners
Virginia
$4K +$1.2K +5 +50%
CYG
770
Clean Yield Group
Vermont
$4K +$4.33K +18 New
AIM
771
Anchor Investment Management
South Carolina
$3.58K
RWM
772
Raffa Wealth Management
District of Columbia
$3.58K
BWM
773
BerganKDV Wealth Management
Minnesota
$3K
LF
774
Lee Financial
Texas
$3K +$2.89K +12 New
BBHC
775
Brown Brothers Harriman & Co
New York
$2.87K +$73.3K +305 +3%