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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
2451
Ulland Investment Advisors
Minnesota
$24K
BBPWM
2452
Blue Bell Private Wealth Management
Pennsylvania
$23.5K +$14.5K +36 +300%
KFP
2453
KB Financial Partners
New Jersey
$23K
SC
2454
Steph & Co
Wisconsin
$23K -$4.03K -10 -18%
FMTCOCP
2455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$18.1K +45 New
IPW
2456
Impact Partnership Wealth
Georgia
$20.5K +$16.9K +42 New
BG
2457
Bollard Group
Massachusetts
$20K +$16.1K +40 New
SIMG
2458
Stephens Investment Management Group
Texas
$19.6K +$16.1K +40 New
TFP
2459
Tilia Fiduciary Partners
North Carolina
$17.1K -$2.01K -5 -13%
DMKJ
2460
David M. Knott Jr
$17K
AW
2461
Avion Wealth
Texas
$17K +$6.45K +16 +80%
CQS
2462
Credential Qtrade Securities
$16.6K -$2.82K -7 -17%
GWSA
2463
Global Wealth Strategies & Associates
Colorado
$16.1K
MFT
2464
Moisand Fitzgerald Tamayo
Florida
$15.6K
MAM
2465
Marquette Asset Management
Minnesota
$15.2K +$12.5K +31 New
NC
2466
NewSquare Capital
Pennsylvania
$13.7K -$17.7K -44 -61%
HWP
2467
Highline Wealth Partners
California
$13.2K
PCFFS
2468
Pacific Center for Financial Services
California
$12.7K
WPWM
2469
Western Pacific Wealth Management
Illinois
$12.2K -$83.4K -207 -89%
CWM
2470
Cranbrook Wealth Management
Michigan
$12.2K
IWP
2471
IAG Wealth Partners
Wisconsin
$12.2K
DI
2472
Disciplined Investments
Oklahoma
$11.7K -$806 -2 -8%
LSA
2473
Lansing Street Advisors
Pennsylvania
$11.2K
LF
2474
Lee Financial
Texas
$11.2K
CWA
2475
Clearview Wealth Advisors
Oregon
$10.8K