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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
HCP
232
Hexagon Capital Partners
Arkansas
$373 -$434 -27 -48%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$360 -$1.12M -69,640 -100%
CFS
234
Compass Financial Services
Iowa
$360
SWP
235
SIMA Wealth Partners
Virginia
$348
SC
236
Stephens Consulting
Michigan
$322 +$402 +25 New
AFG
237
Albion Financial Group
Utah
$283
AWM
238
Activest Wealth Management
Florida
$270
NA
239
NewEdge Advisors
Louisiana
$245
PA
240
Parallel Advisors
California
$244 -$273 -17 -47%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$238
BWAM
242
Boyd Watterson Asset Management
Ohio
$231
MSG
243
Main Street Group
Virginia
$183 +$129 +8 +100%
PWA
244
Physician Wealth Advisors
Utah
$181
RCM
245
Richardson Capital Management
Wisconsin
$180
M
246
MOTCO
Texas
$167 +$209 +13 New
PP
247
PFS Partners
New Jersey
$146
AWM
248
Abound Wealth Management
Tennessee
$142
CSC
249
Caldwell Sutter Capital
California
$141
T
250
Transce3nd
Texas
$129 -$193 -12 -55%