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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
876
Future Financial Wealth Management
Ohio
$100K +$979 +30 +1%
DAM
877
Delta Asset Management
Tennessee
$98.4K
ANBT
878
American National Bank & Trust
Texas
$97.7K
SN
879
Sittner & Nelson
Oregon
$97.3K
MEG
880
Millstone Evans Group
Colorado
$94.1K
BFPW
881
BOK Financial Private Wealth
Colorado
$92.5K -$2.19K -67 -2%
SIC
882
SJS Investment Consulting
Ohio
$92K +$18.4K +565 +26%
FWA
883
FSC Wealth Advisors
New York
$91.2K -$9.79K -300 -10%
SC
884
Steph & Co
Wisconsin
$91K
KIG
885
Kessler Investment Group
Indiana
$90.6K
SVCP
886
Silicon Valley Capital Partners
California
$90.4K +$1.21K +37 +1%
CFFP
887
Center for Financial Planning
Michigan
$89.7K
BTC
888
Bank & Trust Company
Illinois
$89.5K +$17.2K +528 +25%
PAM
889
Paradigm Asset Management
New York
$87.9K
WF
890
Wayfinding Financial
Washington
$87K +$84.1K +2,576 New
HWA
891
Heritage Wealth Advisors
Virginia
$86.1K
ME
892
McIlrath & Eck
Washington
$86.1K +$914 +28 +1%
TCM
893
Tradewinds Capital Management
Washington
$84.7K +$294 +9 +0.4%
BPCE
894
Bank Pictet & Cie (Europe)
Germany
$82.8K
BCWM
895
Bartlett & Co Wealth Management
Ohio
$82.1K
AW
896
Avion Wealth
Texas
$81K
MWM
897
MorganRosel Wealth Management
Colorado
$80.9K +$78.1K +2,393 New
WAM
898
WFA Asset Management
Wisconsin
$80.9K -$3.92K -120 -5%
EPIM
899
Evelyn Partners Investment Management
$80.5K -$9.79K -300 -11%
GSWM
900
Golden State Wealth Management
California
$78.7K +$1.04K +32 +1%