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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
601
Indiana Trust & Investment Management
Indiana
$1.61K +$1.6K +23 New
RFG
602
RFP Financial Group
Georgia
$1.54K
TLA
603
Tanglewood Legacy Advisors
Texas
$1.4K
FMB
604
Field & Main Bank
Kentucky
$1.4K
CHA
605
Carmichael Hill & Associates
Maryland
$1.26K -$3.47K -50 -74%
RWM
606
Raffa Wealth Management
District of Columbia
$1.26K
CFFP
607
Center for Financial Planning
Michigan
$1.19K
AWA
608
Authentikos Wealth Advisory
California
$1.12K +$1.11K +16 New
GI
609
Gradient Investments
Minnesota
$1.05K -$8.33K -120 -89%
BWL
610
Bogart Wealth LLC
Virginia
$1.05K
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04K
BCMLT
612
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K
RDIA
613
RE Dickinson Investment Advisors
Iowa
$1K
TFGT
614
TS Financial Group (TSFG)
Illinois
$1K
VNA
615
Valley National Advisers
Pennsylvania
$1K +$694 +10 New
CIA
616
Cape Investment Advisory
Georgia
$979
SWA
617
SOA Wealth Advisors
New York
$979
CWA
618
Carolina Wealth Advisors
South Carolina
$909
DIP
619
DT Investment Partners
Pennsylvania
$840
OLVIG
620
Oliver Lagore Vanvalin Investment Group
Michigan
$839
SIC
621
SJS Investment Consulting
Ohio
$770 +$278 +4 +57%
AAG
622
Armstrong Advisory Group
Massachusetts
$700 -$2.36K -34 -77%
HFM
623
Hartford Financial Management
Connecticut
$700
MA
624
MCF Advisors
Kentucky
$700
BCH
625
Berkshire Capital Holdings
California
$699