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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$39K -$199K -2,220 -84%
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$38.3K
LDB
603
Lee, Danner & Bass
Tennessee
$37.9K +$38.1K +425 New
PFA
604
Pathway Financial Advisers
Indiana
$37.7K +$90 +1 +0.2%
EWP
605
Elevation Wealth Partners
California
$36.8K
CFGS
606
Concourse Financial Group Securities
Alabama
$36K -$2.6K -29 -7%
VCM
607
Versant Capital Management
Arizona
$35.2K +$1.88K +21 +6%
CH
608
Cromwell Holdings
Wyoming
$34.6K
WT
609
Whittier Trust
California
$34.3K +$4.21K +47 +14%
CWP
610
Concord Wealth Partners
Virginia
$32.1K
AAG
611
Armstrong Advisory Group
Massachusetts
$31.2K
ANBT
612
American National Bank & Trust
Texas
$30.8K -$2.33K -26 -7%
QL
613
Quarry LP
New York
$30.8K +$30.9K +345 New
WAG
614
Wiser Advisor Group
Arizona
$30K
RF
615
Roxbury Financial
New Jersey
$26.9K +$25.5K +285 New
CB
616
Centennial Bank
Arkansas
$26.7K
MTIC
617
Missouri Trust & Investment Company
Missouri
$26.7K
CIA
618
Cape Investment Advisory
Georgia
$25.9K +$358 +4 +1%
RMC
619
Resources Management Corp
Connecticut
$25K +$22.4K +250 +833%
KHC
620
Koesten Hirschmann & Crabtree
Kansas
$24.5K
SIM
621
Synergy Investment Management
Florida
$24.5K +$24.6K +275 New
SIA
622
Sit Investment Associates
Minnesota
$24K
APW
623
Atlantic Private Wealth
North Carolina
$22.3K +$22.4K +250 New
MEG
624
Millstone Evans Group
Colorado
$22.3K +$22.4K +250 New
CH
625
Canton Hathaway
Rhode Island
$22K