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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
876
CAAS Capital Management
New York
$101K -$1.36M -41,612 -93%
FFWM
877
Future Financial Wealth Management
Ohio
$100K +$979 +30 +1%
DAM
878
Delta Asset Management
Tennessee
$98.4K – – –
ANBT
879
American National Bank & Trust
Texas
$97.7K – – –
SN
880
Sittner & Nelson
Oregon
$97.3K – – –
MEG
881
Millstone Evans Group
Colorado
$94.1K – – –
BFPW
882
BOK Financial Private Wealth
Colorado
$92.5K -$2.19K -67 -2%
SIC
883
SJS Investment Consulting
Ohio
$92K +$18.4K +565 +26%
FWA
884
FSC Wealth Advisors
New York
$91.2K -$9.79K -300 -10%
SC
885
Steph & Co
Wisconsin
$91K – – –
KIG
886
Kessler Investment Group
Indiana
$90.6K – – –
SVCP
887
Silicon Valley Capital Partners
California
$90.4K +$1.21K +37 +1%
CFFP
888
Center for Financial Planning
Michigan
$89.7K – – –
BTC
889
Bank & Trust Company
Illinois
$89.5K +$17.2K +528 +25%
PAM
890
Paradigm Asset Management
New York
$87.9K – – –
WF
891
Wayfinding Financial
Washington
$87K +$84.1K +2,576 New
HWA
892
Heritage Wealth Advisors
Virginia
$86.1K – – –
ME
893
McIlrath & Eck
Washington
$86.1K +$914 +28 +1%
TCM
894
Tradewinds Capital Management
Washington
$84.7K +$294 +9 +0.4%
BPCE
895
Bank Pictet & Cie (Europe)
Germany
$82.8K – – –
BCWM
896
Bartlett & Co Wealth Management
Ohio
$82.1K – – –
AW
897
Avion Wealth
Texas
$81K – – –
MWM
898
MorganRosel Wealth Management
Colorado
$80.9K +$78.1K +2,393 New
WAM
899
WFA Asset Management
Wisconsin
$80.9K -$3.92K -120 -5%
EPIM
900
Evelyn Partners Investment Management
$80.5K -$9.79K -300 -11%