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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1101
Rossby Financial
Florida
$42K -$106K -304 -72%
FFA
1102
Frazier Financial Advisors
Ohio
$41.6K – – –
SL
1103
Salomon & Ludwin
Virginia
$41.1K +$11.5K +33 +39%
FNWA
1104
Financial Network Wealth Advisors
Utah
$38.5K -$3.49K -10 -8%
CFM
1105
Cornerstone Financial Management
Massachusetts
$37.4K +$37K +106 New
MWPCG
1106
Measured Wealth Private Client Group
New Hampshire
$36.3K – – –
GW&K Investment Management
1107
GW&K Investment Management
Massachusetts
$36K -$2.79K -8 -7%
MWA
1108
Medallion Wealth Advisors
Connecticut
$35.3K – – –
MWM
1109
Mascoma Wealth Management
New Hampshire
$33.5K -$5.59K -16 -14%
WG
1110
Wellington Group
Indiana
$32.5K +$32.1K +92 New
TFGT
1111
TS Financial Group (TSFG)
Illinois
$32K – – –
MEG
1112
Millstone Evans Group
Colorado
$31.8K – – –
PB
1113
Pinnacle Bancorp
Nebraska
$31.4K -$698 -2 -2%
BIA
1114
Bell Investment Advisors
California
$31.1K -$6.29K -18 -17%
WTA
1115
Washington Trust Advisors
Massachusetts
$31.1K – – –
BGAI
1116
Bruce G. Allen Investments
Colorado
$30.3K -$3.14K -9 -9%
EBA
1117
Eagle Bay Advisors
New York
$30.3K +$30K +86 New
SouthState Corp
1118
SouthState Corp
Florida
$29.3K +$6.98K +20 +32%
KAS
1119
Kemnay Advisory Services
New York
$29.3K +$29K +83 New
AIM
1120
Anchor Investment Management
South Carolina
$28.2K – – –
DV Trading
1121
DV Trading
Illinois
$28.2K +$27.9K +80 New
KFAS
1122
Keating Financial Advisory Services
Kansas
$27.9K +$27.6K +79 New
QC
1123
Quent Capital
New York
$27.5K +$10.8K +31 +66%
WWA
1124
Wealth Watch Advisors
Colorado
$27.2K +$2.44K +7 +10%
UOTTAIMCU
1125
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$26.8K +$26.5K +76 New