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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
1426
WR Wealth Planners
Missouri
$77.7K
CYG
1427
Clean Yield Group
Vermont
$76.7K
BCPWM
1428
Bradley & Co Private Wealth Management
Florida
$75.7K
PWA
1429
Provenance Wealth Advisors
Florida
$73.6K
CAL
1430
Capital Advisors Ltd
Ohio
$71K +$12.5K +13 +23%
CTWM
1431
Cherry Tree Wealth Management
Minnesota
$70.6K
NFSG
1432
Newbridge Financial Services Group
Florida
$68.3K -$41.3K -43 -39%
BGAI
1433
Bruce G. Allen Investments
Colorado
$67.5K
PP
1434
Pingora Partners
Wyoming
$67.5K
ATC
1435
Adirondack Trust Company
New York
$67.5K
FIM
1436
FWL Investment Management
Texas
$66.5K +$14.4K +15 +30%
RWA
1437
Redmont Wealth Advisors
Illinois
$65.5K
OCM
1438
Orion Capital Management
California
$62.4K -$33.6K -35 -36%
IGWM
1439
ICA Group Wealth Management
Colorado
$61.4K -$234K -243 -80%
EDRH
1440
Edmond de Rothschild Holding
Switzerland
$61.4K +$38.5K +40 +200%
PSB
1441
Piscataqua Savings Bank
New Hampshire
$61.4K
VWM
1442
Valley Wealth Managers
New Jersey
$57.3K +$53.8K +56 New
CJ
1443
Caitlin John
Michigan
$56.4K
KB
1444
Kimelman & Baird
New York
$56.3K +$52.9K +55 New
WTA
1445
Washington Trust Advisors
Massachusetts
$54.4K -$9.61K -10 -16%
UWS
1446
Unique Wealth Strategies
Illinois
$54.3K +$53.8K +56 New
JGIA
1447
Jackson Grant Investment Advisers
Connecticut
$54.2K +$26.9K +28 +112%
GKIM
1448
GW&K Investment Management
Massachusetts
$54K
JAM
1449
JCIC Asset Management
Ontario, Canada
$53.2K -$4.81K -5 -9%
CA
1450
Crewe Advisors
Utah
$51.1K -$121K -126 -72%