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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1476
Perkins Coie Trust Company
Washington
$36.8K – – –
PWMG
1477
Prestige Wealth Management Group
New Jersey
$35.8K -$253K -263 -88%
TLA
1478
Tanglewood Legacy Advisors
Texas
$35.8K – – –
PIS
1479
POM Investment Strategies
North Carolina
$35.8K +$33.6K +35 New
HGERS
1480
Householder Group Estate & Retirement Specialist
Arizona
$35K – – –
BIA
1481
Bell Investment Advisors
California
$33.8K +$6.73K +7 +27%
SWM
1482
Sugarloaf Wealth Management
Georgia
$33.8K – – –
CAS
1483
Coppell Advisory Solutions
Texas
$33.8K +$31.7K +33 New
FCT
1484
First Community Trust
Iowa
$33.8K +$31.7K +33 New
CHA
1485
Carmichael Hill & Associates
Maryland
$32.7K +$4.81K +5 +19%
FFO
1486
Fortitude Family Office
Arizona
$32.7K +$3.85K +4 +14%
APW
1487
Atlantic Private Wealth
North Carolina
$32.2K – – –
B
1488
Birchbrook
Maine
$30.7K – – –
KSWA
1489
Kathleen S. Wright Associates
Pennsylvania
$30.7K – – –
VAG
1490
VisionPoint Advisory Group
Texas
$30.7K – – –
WR
1491
WD Rutherford
Oregon
$30.7K – – –
TWP
1492
Triad Wealth Partners
Kansas
$30.7K +$28.8K +30 New
LFG
1493
Larson Financial Group
Missouri
$30K -$18.3K -19 -40%
MCM
1494
Manchester Capital Management
Vermont
$28.6K – – –
PMFA
1495
Plante Moran Financial Advisors
Michigan
$28.6K +$10.6K +11 +65%
AIC
1496
Archer Investment Corporation
Indiana
$27.6K – – –
BWP
1497
Baldwin Wealth Partners
Massachusetts
$26.6K -$5.77K -6 -19%
CSWM
1498
Cassady Schiller Wealth Management
Ohio
$26.6K – – –
RMC
1499
Resources Management Corp
Connecticut
$26K +$24K +25 New
SIS
1500
Sound Income Strategies
Florida
$25.6K +$961 +1 +4%