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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BerganKDV Wealth Management
Minnesota
$68K -$2.5K -100 -4%
CLOS
802
Compagnie Lombard Odier SCmA
Switzerland
$68K
FCM
803
Firestone Capital Management
Florida
$68K
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K
PFBT
805
Parkside Financial Bank & Trust
Missouri
$66K +$651 +26 +1%
BC
806
Bartlett & Co
Ohio
$65K -$36.3K -1,450 -38%
BCWM
807
Bartlett & Co Wealth Management
Ohio
$64.9K -$36.3K -1,450 -38%
EBA
808
Eagle Bay Advisors
New York
$64K -$5.04K -201 -8%
AL
809
ADE LLC
Maryland
$64K
JEST
810
JTC Employer Solutions Trustee
Jersey
$64K +$3.66K +146 +7%
AF
811
Arrow Financial
New York
$63K +$5.01K +200 +9%
TWM
812
Tradition Wealth Management
Minnesota
$60K +$6.41K +256 +13%
AWA
813
Arkadios Wealth Advisors
Georgia
$58K -$36.2K -1,446 -40%
DAC
814
Dividend Assets Capital
South Carolina
$57K
LWA
815
Lowe Wealth Advisors
Maryland
$57K
ST
816
Smithfield Trust
Pennsylvania
$57K
EW
817
Evoke Wealth
California
$55K -$25 -1 -0%
TFA
818
Toth Financial Advisory
Virginia
$53K -$1.98K -79 -4%
NSB
819
Norway Savings Bank
Maine
$53K
CB
820
Community Bank
New York
$52K -$8.77K -350 -15%
HWA
821
HHM Wealth Advisors
Tennessee
$51K -$15K -600 -24%
MA
822
MCF Advisors
Kentucky
$51K +$150 +6 +0.3%
AIM
823
Anchor Investment Management
South Carolina
$50.2K
DTIM
824
Danda Trouve Investment Management
Kansas
$50K +$125 +5 +0.3%
LWA
825
Lenox Wealth Advisors
New York
$49K