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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1201
Bruce G. Allen Investments
Colorado
$53.4K -$14.8K -100 -22%
OA
1202
Operose Advisors
Wisconsin
$52.9K – – –
CMP
1203
Coston McIsaac & Partners
Maine
$52K – – –
NRG
1204
Nemes Rush Group
Michigan
$51.6K +$3.11K +21 +7%
VR
1205
Vision Retirement
New Jersey
$50K +$49K +331 New
1IA
1206
1620 Investment Advisors
Massachusetts
$49.9K – – –
SIS
1207
Strategic Investment Solutions
Illinois
$48.3K +$148 +1 +0.3%
SWA
1208
SOA Wealth Advisors
New York
$47K -$54.7K -369 -54%
C
1209
Covestor
United Kingdom
$47K -$444 -3 -0.9%
ZBNA
1210
Zions Bancorporation, National Association
Utah
$46.6K -$29.9K -202 -40%
EWA
1211
EQ Wealth Advisors
Texas
$46.3K +$45.3K +306 New
TFIPS
1212
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K – – –
MAM
1213
Morse Asset Management
Connecticut
$45.4K – – –
HWM
1214
Horizons Wealth Management
North Carolina
$45.2K – – –
CFO
1215
CVA Family Office
Colorado
$45.2K +$889 +6 +2%
AAG
1216
Armstrong Advisory Group
Massachusetts
$44.9K – – –
PWAM
1217
Private Wealth Asset Management
Iowa
$44.9K – – –
BW
1218
Basepoint Wealth
Iowa
$44.7K +$43.7K +295 New
CJ
1219
Caitlin John
Michigan
$43.8K +$148 +1 +0.3%
SS
1220
Sunbelt Securities
Texas
$42.7K -$1.04K -7 -2%
KB
1221
Kimelman & Baird
New York
$41.8K – – –
NECFA
1222
New England Capital Financial Advisors
Connecticut
$41.2K +$148 +1 +0.4%
TCTC Holdings
1223
TCTC Holdings
Texas
$40.8K – – –
RAM
1224
Reflection Asset Management
South Carolina
$40.7K +$39.8K +269 New
GWSG
1225
GPS Wealth Strategies Group
Colorado
$40.2K -$89.9K -607 -70%