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Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
951
Old Second National Bank of Aurora
Illinois
$64K -$27K -563 -31%
CFG
952
CKW Financial Group
Hawaii
$62K
SBL
953
Sargent Bickham Lagudis
Colorado
$61K -$1.15K -24 -2%
FNBOSM
954
First National Bank of South Miami
Florida
$61K
GLLW
955
Graves Light Lenhart Wealth
Virginia
$61K
BWA
956
BDO Wealth Advisors
Florida
$60K +$41.6K +868 +294%
BCWM
957
Bartlett & Co Wealth Management
Ohio
$56.5K -$120K -2,503 -69%
BC
958
Bartlett & Co
Ohio
$56K -$120K -2,503 -69%
CFFP
959
Center for Financial Planning
Michigan
$56K
ZB
960
Zions Bancorporation
Utah
$55K -$5.09K -106 -9%
CWP
961
Concord Wealth Partners
Virginia
$55K +$51.2K +1,068 New
CI
962
CX Institutional
Indiana
$54K +$9.31K +194 +23%
MA
963
MCF Advisors
Kentucky
$52K -$2.54K -53 -5%
TSW
964
Thompson Siegel & Walmsley
Virginia
$52K
MAM
965
Marquette Asset Management
Minnesota
$51K +$9.6K +200 +25%
SIM
966
Sonora Investment Management
Arizona
$50K
AWA
967
Arkadios Wealth Advisors
Georgia
$49K +$21.1K +440 +83%
CWA
968
Clearview Wealth Advisors
Oregon
$47K +$5.37K +112 +14%
ADIM
969
Alpha DNA Investment Management
Maryland
$46K +$7.77K +162 +22%
GIA
970
Goodwin Investment Advisory
Georgia
$46K +$43K +897 New
RTC
971
Riverview Trust Company
Washington
$45K
FP
972
Financial Perspectives
Minnesota
$44.2K
CA
973
Crewe Advisors
Utah
$39K
BWL
974
Bogart Wealth LLC
Virginia
$39K +$36.4K +759 New
SGAM
975
Smith Group Asset Management
Texas
$37K +$4.75K +99 +16%