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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
601
Bray Capital Advisors
Florida
$36.5K
CFFP
602
Center for Financial Planning
Michigan
$34.2K
SIC
603
SJS Investment Consulting
Ohio
$34.2K
LA
604
LM Advisors
California
$34.2K +$30.2K +500 New
W
605
WealthCollab
Washington
$33.7K +$29.8K +493 New
TWM
606
Tradition Wealth Management
Minnesota
$32K
SWA
607
SOA Wealth Advisors
New York
$29.1K
CT
608
Cambridge Trust
Massachusetts
$29K
HWA
609
HHM Wealth Advisors
Tennessee
$28.2K +$2.66K +44 +12%
AA
610
Ancora Advisors
Ohio
$27.9K
EBA
611
Eagle Bay Advisors
New York
$27.5K +$24.3K +403 New
RFG
612
RFP Financial Group
Georgia
$27.2K +$18.5K +306 +333%
RFA
613
Resurgent Financial Advisors
Georgia
$27.1K
AWM
614
Ameliora Wealth Management
Switzerland
$26K
BWAM
615
Boyd Watterson Asset Management
Ohio
$25.1K
FP
616
Financial Perspectives
Minnesota
$24.9K
First Manhattan
617
First Manhattan
New York
$23.1K +$20.4K +338 New
PWA
618
Provenance Wealth Advisors
Florida
$22.5K +$19.9K +330 New
PTC
619
Private Trust Company
Ohio
$22.5K
AAG
620
Armstrong Advisory Group
Massachusetts
$22.3K -$16.8K -279 -46%
C
621
Covestor
United Kingdom
$21K
CBT
622
CoreFirst Bank & Trust
Kansas
$20.5K
PGAM
623
Princeton Global Asset Management
New Jersey
$20.3K +$3.74K +62 +26%
BAM
624
Bellevue Asset Management
Washington
$20.3K
FPFS
625
First Personal Financial Services
North Carolina
$19.6K -$1.81K -30 -9%