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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
551
Colonial Trust Advisors
South Carolina
$45K
SFCL
552
Strengthening Families & Communities LLC
Massachusetts
$45K +$4.79K +82 +12%
SWM
553
Sugarloaf Wealth Management
Georgia
$44.5K
TSWM
554
Tyler-Stone Wealth Management
Ohio
$44K +$1.17K +20 +3%
GIA
555
GHP Investment Advisors
Colorado
$43.6K +$45K +770 New
PFBT
556
Parkside Financial Bank & Trust
Missouri
$41.5K +$234 +4 +0.6%
NS
557
NBC Securities
Alabama
$41K +$42.6K +728 New
CH
558
Canton Hathaway
Rhode Island
$40K
CT
559
Caldwell Trust
Florida
$37K
CLOS
560
Compagnie Lombard Odier SCmA
Switzerland
$37K +$38K +650 New
CIA
561
Cape Investment Advisory
Georgia
$36.4K +$10.2K +174 +37%
BBHC
562
Brown Brothers Harriman & Co
New York
$36.1K +$33.6K +574 +957%
AAG
563
Armstrong Advisory Group
Massachusetts
$34.5K
PAI
564
Pittenger & Anderson Inc
Nebraska
$34.1K -$35.1K -600 -50%
CAS
565
Coppell Advisory Solutions
Texas
$33.7K -$701 -12 -2%
AW
566
Avion Wealth
Texas
$33K
TCOV
567
Trust Company of Vermont
Vermont
$32.2K
SWM
568
Sanctuary Wealth Management
Idaho
$31.1K
BCA
569
Bray Capital Advisors
Florida
$30.4K
CFFP
570
Center for Financial Planning
Michigan
$28.4K
SIC
571
SJS Investment Consulting
Ohio
$28.4K
SWA
572
Sutton Wealth Advisors
Florida
$28K
TWM
573
Tradition Wealth Management
Minnesota
$27K -$2.86K -49 -9%
SWA
574
SOA Wealth Advisors
New York
$24.2K +$351 +6 +1%
CT
575
Cambridge Trust
Massachusetts
$24.2K