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Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
1451
Foster Dykema Cabot & Partners
Massachusetts
$45.1K
CWP
1452
Concord Wealth Partners
Virginia
$44.4K -$208K -286 -81%
IMC
1453
Investment Management Corporation
Virginia
$44.2K
PP
1454
Pingora Partners
Wyoming
$43.7K
ATC
1455
Adirondack Trust Company
New York
$43.7K
ABWM
1456
Alpine Bank Wealth Management
Colorado
$43.1K +$47.3K +65 New
FNWM
1457
Financial Network Wealth Management
Utah
$42K +$46.6K +64 New
PB
1458
Pinnacle Bancorp
Nebraska
$41.7K +$45.8K +63 New
JSAM
1459
J. Safra Asset Management
New York
$39.8K +$43.6K +60 New
EPIMS
1460
Evelyn Partners Investment Management Services
$39.1K
KB
1461
Kimelman & Baird
New York
$36.4K
GKIM
1462
GW&K Investment Management
Massachusetts
$36K
WF
1463
Wayfinding Financial
Washington
$35K +$38.6K +53 New
RWM
1464
Raffa Wealth Management
District of Columbia
$33.8K -$5.09K -7 -12%
KC
1465
Knuff & Co
California
$33.1K +$36.4K +50 New
AIC
1466
Archer Investment Corporation
Indiana
$31.2K
HHGA
1467
Halbert Hargrove Global Advisors
California
$30.4K +$727 +1 +2%
TIM
1468
Thompson Investment Management
Wisconsin
$29.8K
SA
1469
SRH Advisors
Kansas
$27.8K
BCV
1470
Banque Cantonale Vaudoise
Switzerland
$27K +$29.8K +41 New
EWP
1471
Elevation Wealth Partners
California
$26.5K
FW
1472
Fairway Wealth
Ohio
$26.5K +$7.28K +10 +33%
RF
1473
Robinswood Financial
Washington
$26.5K +$29.1K +40 New
RA
1474
Rise Advisors
New York
$26.1K -$51.7K -71 -65%
PWMG
1475
Prestige Wealth Management Group
New Jersey
$25.8K