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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
1351
Trivant Custom Portfolio Group
California
$75K – – –
CAS
1352
Coppell Advisory Solutions
Texas
$68.2K +$42.9K +48 +145%
CFD
1353
Creative Financial Designs
Indiana
$66.7K – – –
BGAI
1354
Bruce G. Allen Investments
Colorado
$66.7K +$12.5K +14 +21%
PSB
1355
Piscataqua Savings Bank
New Hampshire
$66.7K +$17.9K +20 +33%
CWC
1356
Carolinas Wealth Consulting
North Carolina
$66.3K -$894 -1 -1%
ABWM
1357
Alpine Bank Wealth Management
Colorado
$63.3K +$67.9K +76 New
CWM
1358
Compass Wealth Management
Connecticut
$63.3K – – –
WWP
1359
WR Wealth Planners
Missouri
$63.3K – – –
TIM
1360
Tortoise Investment Management
New York
$61.7K +$33.1K +37 +100%
FCT
1361
First Community Trust
Iowa
$60.8K +$35.8K +40 +121%
ATS
1362
Ashton Thomas Securities
New York
$60.8K +$65.3K +73 New
FDCP
1363
Foster Dykema Cabot & Partners
Massachusetts
$60.8K +$65.3K +73 New
PWA
1364
Provenance Wealth Advisors
Florida
$60K – – –
CCA
1365
Catalyst Capital Advisors
New York
$59.2K -$13.4K -15 -17%
CTWM
1366
Cherry Tree Wealth Management
Minnesota
$57.5K – – –
PP
1367
Pingora Partners
Wyoming
$55K – – –
ATC
1368
Adirondack Trust Company
New York
$55K – – –
MCM
1369
Manchester Capital Management
Vermont
$54.2K +$33.1K +37 +132%
RWA
1370
Redmont Wealth Advisors
Illinois
$53.3K – – –
JSC
1371
J. Stern & Co
United Kingdom
$51.7K +$55.4K +62 New
MAM
1372
Morse Asset Management
Connecticut
$51.7K +$55.4K +62 New
AAG
1373
Armstrong Advisory Group
Massachusetts
$50.8K +$10.7K +12 +24%
FIM
1374
FWL Investment Management
Texas
$50K -$4.47K -5 -8%
CPG
1375
Cornerstone Planning Group
New Jersey
$47.9K +$12.5K +14 +26%