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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Activest Wealth Management
Florida
$5K – – –
CI Investments Inc
752
CI Investments Inc
Ontario, Canada
$5K – – –
CWM
753
Cranbrook Wealth Management
Michigan
$5K – – –
ETI
754
Enterprise Trust & Investment
California
$5K – – –
MIM
755
Macroview Investment Management
Maryland
$5K – – –
ME
756
McIlrath & Eck
Washington
$5K – – –
PFSC
757
Peoples Financial Services Corp
Pennsylvania
$5K – – –
CCA
758
Column Capital Advisors
Indiana
$5K +$4.7K +20 +400%
SCA
759
Sandy Cove Advisors
Massachusetts
$5K +$6.82K +29 New
KFS
760
Kelly Financial Services
Massachusetts
$4.41K +$5.64K +24 New
ZB
761
Zions Bancorporation
Utah
$4K -$3.76K -16 -42%
CA
762
Clearstead Advisors
Ohio
$4K -$2.35K -10 -33%
COCM
763
Charter Oak Capital Management
New Hampshire
$4K -$470 -2 -9%
EIP
764
Ellis Investment Partners
Pennsylvania
$4K – – –
IWP
765
IAG Wealth Partners
Wisconsin
$4K – – –
BIA
766
Bell Investment Advisors
California
$4K +$235 +1 +5%
FMB
767
Field & Main Bank
Kentucky
$4K +$4.7K +20 New
HS
768
Horan Securities
United States
$4K +$5.64K +24 New
RWM
769
Raffa Wealth Management
District of Columbia
$3.31K – – –
CT
770
Caldwell Trust
Florida
$3.13K -$470 -2 -11%
CWA
771
Clearview Wealth Advisors
Oregon
$3K -$3.29K -14 -44%
CFFP
772
Center for Financial Planning
Michigan
$3K – – –
MFA
773
McClarren Financial Advisors
Pennsylvania
$3K – – –
SC
774
Sierra Capital
Florida
$3K – – –
DHGWA
775
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.29K +14 New