Name Holding Trade Value Shares
Change
Change in
Stake
CH
2051
Cromwell Holdings
Wyoming
$19K -$137K -493 -86%
ICM
2052
Islay Capital Management
Texas
$18.2K -$8.31K -30 -29%
TCA
2053
Trifecta Capital Advisors
Illinois
$18.2K – – –
WPWM
2054
Western Pacific Wealth Management
Illinois
$18.2K – – –
POIA
2055
Pin Oak Investment Advisors
Texas
$18K -$19.1K -69 -48%
FPB
2056
First PREMIER Bank
South Dakota
$18K – – –
FCT
2057
First Community Trust
Iowa
$18K – – –
LC
2058
Lavaca Capital
Texas
$18K – – –
KFP
2059
Kerr Financial Planning
California
$17.9K – – –
RWM
2060
Rialto Wealth Management
New York
$17.5K +$1.11K +4 +6%
PCA
2061
PMV Capital Advisers
Texas
$17K -$831 -3 -4%
DWP
2062
Destiny Wealth Partners
Florida
$17K +$19.4K +70 New
SWP
2063
Strategic Wealth Partners
Ohio
$16.8K +$277 +1 +1%
JGIA
2064
Jackson Grant Investment Advisers
Connecticut
$16.5K – – –
GJIA
2065
Glass Jacobson Investment Advisors
Maryland
$16K – – –
NECFA
2066
New England Capital Financial Advisors
Connecticut
$15.8K – – –
WTA
2067
Washington Trust Advisors
Massachusetts
$15.8K +$4.16K +15 +30%
STB
2068
S&T Bank
Pennsylvania
$15.8K +$6.37K +23 +55%
HWA
2069
HHM Wealth Advisors
Tennessee
$15.3K -$1.39K -5 -7%
CFSG
2070
Community Financial Services Group
Vermont
$14.7K +$16.9K +61 New
SC
2071
Steph & Co
Wisconsin
$14.6K -$9.7K -35 -37%
RF
2072
Robinswood Financial
Washington
$14.6K – – –
CT
2073
Clearstead Trust
Maine
$14.3K -$4.71K -17 -22%
SFS
2074
Sunrise Financial Services
Washington
$14.1K – – –
WAG
2075
Wilkerson Advisory Group
Missouri
$14.1K +$3.32K +12 +26%