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Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
801
Founders Capital Management (Texas)
Texas
$30.1K
VWM
802
Venturi Wealth Management
Texas
$29.2K +$12.6K +58 +85%
RA
803
Rise Advisors
New York
$29.2K
SSB
804
Sandy Spring Bank
Maryland
$29K
CWP
805
Concord Wealth Partners
Virginia
$28.7K -$21.7K -100 -45%
JWM
806
Janiczek Wealth Management
Colorado
$28.3K -$42.8K -197 -62%
SHIM
807
Stone House Investment Management
Pennsylvania
$26.9K -$6.3K -29 -20%
NECFA
808
New England Capital Financial Advisors
Connecticut
$26.2K
PWMG
809
Private Wealth Management Group
New Jersey
$26K +$15.4K +71 +173%
AWM
810
Avondale Wealth Management
Texas
$25.5K
SN
811
Sittner & Nelson
Oregon
$25.5K
HIA
812
Harbor Investment Advisory
Maryland
$25.5K +$435 +2 +2%
ST
813
Smithfield Trust
Pennsylvania
$25K
ZB
814
Zions Bancorporation
Utah
$23.4K -$9.35K -43 -30%
RWMG
815
Redwood Wealth Management Group
New Jersey
$23.4K +$21.9K +101 New
AS
816
AM Squared
Hong Kong
$23.2K -$65.2K -300 -75%
AWM
817
Avior Wealth Management
Nebraska
$23.2K -$41.5K -191 -66%
CFB
818
Cullen/Frost Bankers
Texas
$23.2K -$6.3K -29 -22%
BSC
819
Brown Shipley & Co
United Kingdom
$23.2K
DAM
820
Delta Asset Management
Tennessee
$23.2K
WSC
821
Wellington Shields & Co
New York
$23.2K
CFG
822
CKW Financial Group
Hawaii
$23K
LI
823
LRI Investments
Florida
$22.7K +$20K +92 +1,533%
RCM
824
Raleigh Capital Management
North Carolina
$22K +$10.2K +47 +98%
CCMI
825
Creative Capital Management Investments
California
$21.3K