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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1101
Old North State Trust
North Carolina
$44K -$497 -3 -1%
GCM
1102
Gables Capital Management
Florida
$44K
TFIPS
1103
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.9K
BDWM
1104
Brewin Dolphin Wealth Management
Ireland
$42.4K
GIA
1105
Goodwin Investment Advisory
Georgia
$41K
DOA
1106
D'Orazio & Associates
Virginia
$40K
CCA
1107
Column Capital Advisors
Indiana
$39K
SFG
1108
Sage Financial Group
Pennsylvania
$39K
FCM
1109
Firestone Capital Management
Florida
$38K
FFA
1110
Freedman Financial Associates
Massachusetts
$38K
GWS
1111
Glassman Wealth Services
Virginia
$38K +$4.31K +26 +12%
Jones Financial Companies
1112
Jones Financial Companies
Missouri
$38K +$20.2K +122 +107%
AP
1113
Atwood & Palmer
Missouri
$37K
MAM
1114
Marquette Asset Management
Minnesota
$37K
GI
1115
Gradient Investments
Minnesota
$36K +$21.9K +132 +145%
POIA
1116
Pin Oak Investment Advisors
Texas
$35K
SGAM
1117
Smith Group Asset Management
Texas
$34K -$7.29K -44 -17%
SWG
1118
Summit Wealth Group
Vermont
$34K
TFS
1119
TrustCore Financial Services
Tennessee
$34K +$8.45K +51 +31%
FPFS
1120
First Personal Financial Services
North Carolina
$34K +$35.1K +212 New
APW
1121
Acima Private Wealth
Virginia
$33K
BWM
1122
Baystate Wealth Management
Massachusetts
$33K
IRC
1123
Investors Research Corp
Georgia
$32K
SIM
1124
Sonora Investment Management
Arizona
$32K +$33.3K +201 New
GTAM
1125
Global Trust Asset Management
Florida
$31K