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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
2551
TCV Trust & Wealth Management
Virginia
$2.09M -$6.95K -55 -0.3%
IWA
2552
IBEX Wealth Advisors
New Jersey
$2.08M -$11.6K -92 -0.5%
TRIA
2553
Trail Ridge Investment Advisors
Colorado
$2.08M -$520K -4,118 -17%
CFFP
2554
Center for Financial Planning
Michigan
$2.07M -$2.78K -22 -0.1%
FNA
2555
First National Advisers
Nebraska
$2.07M +$592K +4,681 +34%
CWA
2556
Consilium Wealth Advisory
Texas
$2.07M +$136K +1,077 +6%
BPGAM
2557
BTG Pactual Global Asset Management
Bermuda
$2.07M +$441K +3,491 +24%
FCCM
2558
First City Capital Management
Georgia
$2.06M +$283K +2,240 +14%
LIA
2559
LBMC Investment Advisors
Tennessee
$2.06M -$15.3K -121 -0.7%
TIAM2
2560
Tru Independence Asset Management 2
Oregon
$2.06M +$353K +2,796 +18%
CASB
2561
Cape Ann Savings Bank
Massachusetts
$2.05M +$31.9K +252 +1%
RMC
2562
Resources Management Corp
Connecticut
$2.05M +$35.8K +283 +2%
NWA
2563
New World Advisors
Massachusetts
$2.05M -$8.47K -67 -0.4%
PCA
2564
Peddock Capital Advisors
Massachusetts
$2.05M +$17.1K +135 +0.8%
SOAMC
2565
Spirit of America Management Corp
New York
$2.05M
RFMS
2566
RWQ Financial Management Services
Florida
$2.04M -$760K -6,013 -25%
OIA
2567
Optimum Investment Advisors
Illinois
$2.04M -$133K -1,050 -5%
OF
2568
Outfitter Financial
Maine
$2.04M -$6.32K -50 -0.3%
PI
2569
Pettee Investors
Connecticut
$2.04M
MSA
2570
Marino Stram & Associates
Massachusetts
$2.04M +$35.3K +279 +2%
TCWM
2571
Total Clarity Wealth Management
Illinois
$2.04M +$649K +5,138 +40%
PHIMC
2572
Private Harbour Investment Management & Counsel
Ohio
$2.04M -$110K -870 -5%
FI
2573
Financial Insights
Washington
$2.04M +$1.04M +8,267 +85%
KWS
2574
Keystone Wealth Services
California
$2.04M +$10.9K +86 +0.5%
CWS
2575
Cypress Wealth Services
California
$2.04M -$160K -1,268 -7%