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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
651
Cheviot Value Management
California
$6.37K – – –
SWM
652
Spire Wealth Management
Virginia
$6.19K -$30.8K -395 -84%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$6.19K – – –
BT
654
Banque Transatlantique
France
$6.02K – – –
MSWA
655
Marshall & Sterling Wealth Advisors
New York
$5.69K – – –
DF
656
DecisionPoint Financial
Arizona
$5.53K – – –
MAM
657
Marquette Asset Management
Minnesota
$5.45K +$5.15K +66 New
AWM
658
Abound Wealth Management
Tennessee
$5.36K – – –
NEWAS
659
N.E.W. Advisory Services
Wisconsin
$5.2K – – –
FFO
660
Fortitude Family Office
Arizona
$5.03K -$1.33K -17 -22%
AW
661
Avion Wealth
Texas
$5K +$468 +6 +9%
DWA
662
Delos Wealth Advisors
Texas
$4.95K +$4.68K +60 New
BTC
663
Bank & Trust Company
Illinois
$4.79K – – –
STB
664
S&T Bank
Pennsylvania
$4.21K +$1.48K +19 +59%
AIP
665
Ameritas Investment Partners
Nebraska
$4.13K – – –
BL
666
BFSG LLC
California
$4.13K – – –
QPBE
667
Quintet Private Bank (Europe)
Luxembourg
$4.13K – – –
SFCL
668
Strengthening Families & Communities LLC
Massachusetts
$4.13K – – –
CIAS
669
CBIZ Investment Advisory Services
Ohio
$4.04K -$1.17K -15 -23%
IWM
670
Inlight Wealth Management
Georgia
$3.79K – – –
KFA
671
Kelleher Financial Advisors
New York
$3.71K +$3.51K +45 New
CH
672
Cromwell Holdings
Wyoming
$3.63K – – –
BIA
673
Bell Investment Advisors
California
$3.46K -$4.84K -62 -60%
TFM
674
TFC Financial Management
Massachusetts
$3.38K – – –
GK
675
Graney & King
New York
$3.3K – – –