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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$70.5K +$62.4K +326 New
HI
827
Harbour Investments
Wisconsin
$70.2K +$956 +5 +2%
CSB
828
City State Bank
Iowa
$69.6K – – –
FFO
829
Fortitude Family Office
Arizona
$68.1K +$47.1K +246 +357%
Vanguard National Trust
830
Vanguard National Trust
Pennsylvania
$66.5K -$6.89K -36 -10%
CA
831
Continuum Advisory
Idaho
$65.7K +$58.2K +304 New
CAM
832
Costello Asset Management
Pennsylvania
$64.8K – – –
NFSG
833
Newbridge Financial Services Group
Florida
$64.8K – – –
CBT
834
CoreFirst Bank & Trust
Kansas
$63.7K – – –
C
835
Covestor
United Kingdom
$63K -$191 -1 -0.3%
TC
836
Trust Company
Kansas
$62.9K – – –
KFAS
837
Keating Financial Advisory Services
Kansas
$57.9K +$7.65K +40 +18%
AWM
838
Aberdeen Wealth Management
Illinois
$57.3K +$50.7K +265 New
GSWM
839
Golden State Wealth Management
California
$56.2K – – –
APW
840
Aventura Private Wealth
Florida
$55.1K -$956 -5 -2%
WA
841
WPG Advisers
Maryland
$51K +$8.99K +47 +25%
CAL
842
Capital Advisors Ltd
Ohio
$50K – – –
GKIM
843
GW&K Investment Management
Massachusetts
$49K -$1.91K -10 -4%
EWP
844
Elevation Wealth Partners
California
$48.2K +$3.63K +19 +9%
BWL
845
Bogart Wealth LLC
Virginia
$47.5K +$956 +5 +2%
HWP
846
Highline Wealth Partners
California
$47.3K +$11.9K +62 +39%
CCWM
847
Cassaday & Co Wealth Management
Virginia
$47.1K – – –
SWM
848
SHP Wealth Management
Massachusetts
$46K -$5.55K -29 -12%
PTC
849
Private Trust Company
Ohio
$45.2K +$1.72K +9 +5%
ST
850
Smithfield Trust
Pennsylvania
$45K – – –