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Name Holding Trade Value Shares
Change
Change in
Stake
OC
926
Oakworth Capital
Alabama
$76.6K – – –
DGAM
927
Desjardins Global Asset Management
Quebec, Canada
$76.4K -$133 -1 -0.2%
CFO
928
CVA Family Office
Colorado
$75.6K +$70.7K +530 New
GG
929
Gleason Group
Kentucky
$75.4K +$667 +5 +1%
PSB
930
Piscataqua Savings Bank
New Hampshire
$74.9K – – –
DSC
931
Duncker Streett & Co
Missouri
$73.1K – – –
BGAI
932
Bruce G. Allen Investments
Colorado
$73.1K +$68.4K +513 New
Kayne Anderson Rudnick Investment Management
933
Kayne Anderson Rudnick Investment Management
California
$72.6K +$14K +105 +26%
AA
934
Alta Advisers
United Kingdom
$71.3K – – –
GI
935
GS Investments
Minnesota
$71.3K +$66.7K +500 New
TWM
936
Tradition Wealth Management
Minnesota
$68K +$533 +4 +0.8%
CFFP
937
Center for Financial Planning
Michigan
$66K – – –
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$64.9K +$3.07K +23 +5%
AFWM
939
Abich Financial Wealth Management
Virginia
$64.5K +$60.3K +452 New
AAG
940
Armstrong Advisory Group
Massachusetts
$63.3K – – –
SIS
941
Strategic Investment Solutions
Illinois
$59.2K +$55.3K +415 New
AWM
942
Avior Wealth Management
Nebraska
$58.6K -$40.7K -305 -43%
AssetMark Inc
943
AssetMark Inc
California
$57.9K +$267 +2 +0.5%
Jones Financial Companies
944
Jones Financial Companies
Missouri
$55.2K -$11.1K -83 -18%
APC
945
Aspire Private Capital
North Carolina
$54.8K +$4.53K +34 +10%
CAL
946
Capital Analysts LLC
Pennsylvania
$53K +$267 +2 +0.5%
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.3K – – –
BWP
948
Baldwin Wealth Partners
Massachusetts
$52K -$299K -2,240 -86%
RFS
949
Richardson Financial Services
Massachusetts
$50.6K +$47.3K +355 New
LSA
950
Leonteq Securities AG
Switzerland
$50K +$2.27K +17 +5%