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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1326
PlanVest Financial
Maryland
$1.25K +$1.5K +10 New
TC
1327
Trust Company
Kansas
$1.13K – – –
ECA
1328
Elevated Capital Advisors
Utah
$1.02K – – –
MB
1329
MidFirst Bank
Oklahoma
$1K -$427K -2,841 -100%
1IA
1330
1620 Investment Advisors
Massachusetts
$1K – – –
ACM
1331
Anfield Capital Management
California
$1K – – –
NWM
1332
Navigoe Wealth Management
California
$1K – – –
UIA
1333
Ulland Investment Advisors
Minnesota
$1K – – –
MA
1334
MCF Advisors
Kentucky
$879 – – –
IWM
1335
IMG Wealth Management
Florida
$878 – – –
EB
1336
Eastern Bank
Massachusetts
$753 -$451 -3 -33%
FFA
1337
Frazier Financial Advisors
Ohio
$753 +$902 +6 New
NWS
1338
Nvest Wealth Strategies
Ohio
$628 -$1.5K -10 -67%
CA
1339
Crewe Advisors
Utah
$628 -$301 -2 -29%
CCC
1340
Chelsea Counsel Company
California
$628 – – –
WOSD
1341
WFA of San Diego
California
$627 – – –
HFS
1342
Hughes Financial Services
Virginia
$502 – – –
LG
1343
LAM Group
Oregon
$502 +$601 +4 New
PWMA
1344
Pension & Wealth Management Advisors
Massachusetts
$397 -$2.4K -16 -84%
CW
1345
Curio Wealth
Maryland
$376 – – –
GA
1346
GoalVest Advisory
New York
$376 – – –
KA
1347
Kozak & Associates
Colorado
$256 – – –
RCM
1348
Raleigh Capital Management
North Carolina
$251 +$301 +2 New
AFG
1349
Albion Financial Group
Utah
$126 – – –
AGWCA
1350
Annis Gardner Whiting Capital Advisors
Florida
$126 +$150 +1 New