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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
651
Cassaday & Co Wealth Management
Virginia
$14.3K +$139 +1 +1%
BH
652
Burk Holdings
Oklahoma
$14.1K
CTA
653
Colonial Trust Advisors
South Carolina
$14.1K
OWP
654
ORG Wealth Partners
Texas
$14.1K
IAS
655
IMA Advisory Services
Colorado
$14.1K +$13.9K +100 New
PF
656
PlanVest Financial
Maryland
$14.1K +$13.9K +100 New
WETS
657
Wealth Enhancement Trust Services
South Dakota
$13K -$16.2K -116 -56%
EWP
658
Elevation Wealth Partners
California
$11.7K +$11.2K +80 +2,667%
SL
659
Salomon & Ludwin
Virginia
$11.4K -$3.76K -27 -26%
CFM
660
Cornerstone Financial Management
Massachusetts
$11K +$5.16K +37 +90%
UB
661
UMB Bank
Missouri
$10.7K +$1.25K +9 +13%
BWM
662
Bullock Wealth Management
Indiana
$10.3K +$9.76K +70 New
ACA
663
Atlas Capital Advisors
Wyoming
$9.88K
CAM
664
Chesapeake Asset Management
New York
$9.88K
SFCL
665
Strengthening Families & Communities LLC
Massachusetts
$9.32K +$2.09K +15 +29%
Vanguard National Trust
666
Vanguard National Trust
Pennsylvania
$9.18K
DF
667
Downshift Financial
Colorado
$9.18K +$9.06K +65 New
NSIM
668
North Star Investment Management
Illinois
$8.19K +$8.09K +58 New
MCM
669
Manchester Capital Management
Vermont
$7.62K -$1.39K -10 -16%
KFI
670
Key Financial Inc
Pennsylvania
$7.62K
MA
671
Montag & Associates
Georgia
$7.2K
GCP
672
Gill Capital Partners
Colorado
$7.06K
OCM
673
Orion Capital Management
California
$7.06K
FC
674
Fairscale Capital
New Hampshire
$6.35K
HNW
675
High Note Wealth
Minnesota
$6.35K