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Name Holding Trade Value Shares
Change
Change in
Stake
BC
876
Broadwater Capital
Massachusetts
$21.6K
DAM
877
Delta Asset Management
Tennessee
$21.6K
IBOK
878
Independence Bank of Kentucky
Kentucky
$21.6K
TFA
879
Transamerica Financial Advisors
Florida
$21.4K +$9.37K +49 +98%
RF
880
Rossby Financial
Florida
$21.2K +$8.61K +45 +85%
CFG
881
CKW Financial Group
Hawaii
$21K
SC
882
Steph & Co
Wisconsin
$21K -$9.18K -48 -33%
S
883
Sachetta
Massachusetts
$21K +$5.17K +27 +39%
JFGIW
884
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.5K -$10.5K -55 -37%
AW
885
Avion Wealth
Texas
$20K +$4.02K +21 +28%
VWA
886
VSM Wealth Advisory
Maryland
$19.9K
PCTC
887
Perkins Coie Trust Company
Washington
$19.4K +$17.2K +90 New
KFA
888
Kelleher Financial Advisors
New York
$19K +$16.8K +88 New
GBT
889
Grove Bank & Trust
Florida
$18.8K -$191 -1 -1%
APFP
890
Action Point Financial Planning
Michigan
$18.8K +$18K +94 New
CPG
891
Cornerstone Planning Group
New Jersey
$18.4K -$383 -2 -2%
BSC
892
Brown Shipley & Co
United Kingdom
$18.4K
API
893
Asset Planning Inc
California
$18.1K
CA
894
Centerpoint Advisors
Massachusetts
$18K
CFM
895
Cornerstone Financial Management
Massachusetts
$17.7K +$6.5K +34 +71%
SGK
896
Steigerwald Gordon & Koch
Virginia
$17.5K
ATC
897
Adirondack Trust Company
New York
$17.3K
ASCM
898
Adkins Seale Capital Management
Louisiana
$16.2K
CTC
899
Cetera Trust Company
Minnesota
$16.2K
JWA
900
JFS Wealth Advisors
Pennsylvania
$16K +$1.15K +6 +9%