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Name Holding Trade Value Shares
Change
Change in
Stake
MG
1051
Mather Group
Illinois
$81.4K -$3.57K -7 -4%
CSC
1052
Caldwell Sutter Capital
California
$80.9K
HP
1053
Havemeyer Place
Connecticut
$79.5K +$82.6K +162 New
CAL
1054
Capital Advisors Ltd
Ohio
$79K
SL
1055
Salomon & Ludwin
Virginia
$78.6K -$15.3K -30 -15%
TFA
1056
Transamerica Financial Advisors
Florida
$74.6K +$1.02K +2 +1%
APFP
1057
Action Point Financial Planning
Michigan
$70.2K +$75K +147 New
JWA
1058
JFS Wealth Advisors
Pennsylvania
$67.2K +$2.04K +4 +3%
BP
1059
BNP Paribas
France
$65.6K +$68.3K +134 New
DWM
1060
Dogwood Wealth Management
Kansas
$64.8K
WTC
1061
WhitTier Trust Company
Nevada
$64.1K +$6.12K +12 +9%
PWMG
1062
Private Wealth Management Group
New Jersey
$62.8K -$1.02K -2 -2%
SOW
1063
State of Wyoming
Wyoming
$61.8K -$570K -1,118 -90%
HFM
1064
Harvest Fund Management
China
$61K +$6.12K +12 +11%
ACA
1065
Atlas Capital Advisors
Wyoming
$60.3K -$6.12K -12 -9%
BIA
1066
Bell Investment Advisors
California
$59.4K -$510 -1 -0.8%
CA
1067
Clearstead Advisors
Ohio
$57.4K +$42.8K +84 +255%
EB
1068
Eastern Bank
Massachusetts
$56.9K -$38.8K -76 -40%
SWM
1069
SHP Wealth Management
Massachusetts
$56.9K +$44.4K +87 +300%
PWPS
1070
Pinnacle Wealth Planning Services
Ohio
$54.5K +$8.67K +17 +18%
BWL
1071
Bogart Wealth LLC
Virginia
$52K +$1.53K +3 +3%
FFO
1072
Fortitude Family Office
Arizona
$51K +$2.04K +4 +4%
TM
1073
Torren Management
California
$50K
FMII
1074
Farmers & Merchants Investments Inc
Nebraska
$49.1K -$18.4K -36 -26%
KFAS
1075
Keating Financial Advisory Services
Kansas
$49.1K +$9.18K +18 +22%