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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
626
JFS Wealth Advisors
Pennsylvania
$5K +$2.23K +11 +69%
COCM
627
Charter Oak Capital Management
New Hampshire
$5K +$2.84K +14 +82%
MCC
628
Money Concepts Capital
Florida
$5K +$6.08K +30 New
AIA
629
Arcadia Investment Advisors
Idaho
$4.67K
CFO
630
CVA Family Office
Colorado
$4K -$6.08K -30 -55%
EWA
631
EverSource Wealth Advisors
Alabama
$4K -$2.03K -10 -29%
GWS
632
Glassman Wealth Services
Virginia
$4K -$1.22K -6 -19%
SWM
633
Selective Wealth Management
Virginia
$4K
UFF
634
USA Financial Formulas
Michigan
$4K +$4.46K +22 New
CI
635
Cordant Inc
Oregon
$4K +$4.86K +24 New
KFS
636
Kelly Financial Services
Massachusetts
$3.28K
SIC
637
Salem Investment Counselors
North Carolina
$3K -$19.3K -95 -86%
AP
638
Atwood & Palmer
Missouri
$3K
HR
639
Howe & Rusling
New York
$3K
RA
640
Rise Advisors
New York
$3K
GKIM
641
GW&K Investment Management
Massachusetts
$3K +$3.45K +17 New
SCA
642
Stonebridge Capital Advisors
Minnesota
$3K +$3.45K +17 New
PAG
643
Paladin Advisory Group
Iowa
$3K +$4.66K +23 New
SC
644
Schubert & Co
Texas
$2K -$203 -1 -8%
BWM
645
Baystate Wealth Management
Massachusetts
$2K
HS
646
Horan Securities
United States
$2K
KFP
647
KB Financial Partners
New Jersey
$2K
RG
648
Retirement Group
California
$2K
VCM
649
Versant Capital Management
Arizona
$2K
WFA
650
West Financial Advisors
Iowa
$2K