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Name Holding Trade Value Shares
Change
Change in
Stake
SL
1626
Salomon & Ludwin
Virginia
$34.4K +$22.5K +108 +148%
IAS
1627
IMA Advisory Services
Colorado
$34K +$17.1K +82 +88%
GK
1628
Graney & King
New York
$33.5K
STB
1629
S&T Bank
Pennsylvania
$33.1K -$1.88K -9 -5%
PWA
1630
Physician Wealth Advisors
Utah
$32.9K +$16.5K +79 +86%
WIM
1631
Westside Investment Management
California
$32.7K +$17.9K +86 +104%
CFD
1632
Creative Financial Designs
Indiana
$31.7K
RFP
1633
Root Financial Partners
California
$31.7K +$34.4K +165 New
CWM
1634
Consultiva Wealth Management
Puerto Rico
$30.6K
LWA
1635
Lowe Wealth Advisors
Maryland
$30.6K
YDMI
1636
Y.D. More Investments
Israel
$30.2K -$4.79K -23 -13%
HIW
1637
Holos Integrated Wealth
Pennsylvania
$29.3K -$10.4K -50 -24%
SN
1638
Sittner & Nelson
Oregon
$29K -$1.67K -8 -5%
AP
1639
Atwood & Palmer
Missouri
$28.8K -$44.6K -214 -59%
OA
1640
Operose Advisors
Wisconsin
$28.8K
PMFA
1641
Plante Moran Financial Advisors
Michigan
$28.8K
SNB
1642
Security National Bank
Nebraska
$28.8K
MSFP
1643
Mark Sheptoff Financial Planning
Connecticut
$28.7K -$20.8K -100 -40%
DCBT
1644
Dakota Community Bank & Trust
North Dakota
$28.5K +$5K +24 +19%
WBC
1645
West Branch Capital
Massachusetts
$27.9K
AWM
1646
Abound Wealth Management
Tennessee
$26.9K +$16.9K +81 +137%
BONH
1647
Bank of New Hampshire
New Hampshire
$26.9K
LWMI
1648
Legacy Wealth Management (Idaho)
Idaho
$26.9K
RF
1649
Roxbury Financial
New Jersey
$26.2K +$208 +1 +0.7%
BIA
1650
Bell Investment Advisors
California
$26K -$6.46K -31 -19%