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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1076
Capital Advisors Ltd
Ohio
$34K
CBT
1077
CoreFirst Bank & Trust
Kansas
$33.9K
SIC
1078
Salem Investment Counselors
North Carolina
$33.9K +$28.2K +720 New
Vanguard National Trust
1079
Vanguard National Trust
Pennsylvania
$33.8K +$28.2K +719 New
RFP
1080
Root Financial Partners
California
$33.3K -$71.9K -1,835 -72%
SSG
1081
Summit Securities Group
New York
$32.9K -$1.1M -28,100 -98%
MWPCG
1082
Measured Wealth Private Client Group
New Hampshire
$32.9K
AAG
1083
Accordant Advisory Group
Maryland
$32.9K +$15.7K +400 +133%
AIM
1084
Axiom Investment Management
New York
$32.9K +$27.4K +700 New
M
1085
MOTCO
Texas
$32.4K -$98.8K -2,521 -79%
FP
1086
Financial Perspectives
Minnesota
$32K
MWA
1087
Miller Wealth Advisors
Colorado
$31.7K +$274 +7 +1%
SWA
1088
SOA Wealth Advisors
New York
$31.3K
FMII
1089
Farmers & Merchants Investments Inc
Nebraska
$31.2K
EIM
1090
Essex Investment Management
Massachusetts
$31.1K
TWD
1091
True Wealth Design
Ohio
$31K +$13.7K +349 +112%
SVCP
1092
Silicon Valley Capital Partners
California
$30.2K +$235 +6 +0.9%
PF
1093
PlanVest Financial
Maryland
$30.2K +$25.2K +643 New
VWA
1094
VSM Wealth Advisory
Maryland
$29.1K +$24.3K +620 New
MFT
1095
Moisand Fitzgerald Tamayo
Florida
$28.6K
B
1096
Bayban
Minnesota
$28.2K
FUBT
1097
First United Bank & Trust
Maryland
$28.2K
FWA
1098
Flagship Wealth Advisors
Massachusetts
$27.8K -$4.86K -124 -12%
HIA
1099
Harbor Investment Advisory
Maryland
$27.6K -$157 -4 -0.7%
HHGA
1100
Halbert Hargrove Global Advisors
California
$26.7K