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Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$515 – – –
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$514 – – –
WT
228
Whittier Trust
California
$513 – – –
BFS
229
Bare Financial Services
Pennsylvania
$437 +$547 +34 New
BGAI
230
Bruce G. Allen Investments
Colorado
$424 +$402 +25 +313%
CT
231
Clearstead Trust
Maine
$399 +$498 +31 New
BWM
232
Bullock Wealth Management
Indiana
$380 -$643 -40 -57%
HCP
233
Hexagon Capital Partners
Arkansas
$373 -$434 -27 -48%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360 -$1.12M -69,640 -100%
CFS
235
Compass Financial Services
Iowa
$360 – – –
SWP
236
SIMA Wealth Partners
Virginia
$348 – – –
SC
237
Stephens Consulting
Michigan
$322 +$402 +25 New
AFG
238
Albion Financial Group
Utah
$283 – – –
AWM
239
Activest Wealth Management
Florida
$270 – – –
NA
240
NewEdge Advisors
Louisiana
$245 – – –
PA
241
Parallel Advisors
California
$244 -$273 -17 -47%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$238 – – –
BWAM
243
Boyd Watterson Asset Management
Ohio
$231 – – –
MSG
244
Main Street Group
Virginia
$183 +$129 +8 +100%
PWA
245
Physician Wealth Advisors
Utah
$181 – – –
RCM
246
Richardson Capital Management
Wisconsin
$180 – – –
M
247
MOTCO
Texas
$167 +$209 +13 New
PP
248
PFS Partners
New Jersey
$146 – – –
AWM
249
Abound Wealth Management
Tennessee
$142 – – –
CSC
250
Caldwell Sutter Capital
California
$141 – – –