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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1101
Loomis, Sayles & Company
Massachusetts
$10K +$1.22K +8 +13%
RMC
1102
Resources Management Corp
Connecticut
$10K +$10.7K +70 New
AWM
1103
Abound Wealth Management
Tennessee
$9.7K -$1.68K -11 -14%
WFA
1104
West Financial Advisors
Iowa
$9.28K – – –
ST
1105
Smithfield Trust
Pennsylvania
$9K -$5.8K -38 -39%
BA
1106
Bellwether Advisors
Nebraska
$8.98K -$1.57M -10,305 -99%
CIA
1107
Cape Investment Advisory
Georgia
$8.67K -$3.82K -25 -30%
WA
1108
Whipplewood Advisors
Colorado
$8.25K -$3.82K -25 -45%
GWSA
1109
Global Wealth Strategies & Associates
Colorado
$8.25K – – –
PP
1110
PFS Partners
New Jersey
$8.22K +$153 +1 +2%
FGA
1111
Fortis Group Advisors
New Jersey
$8.1K – – –
HWM
1112
HighMark Wealth Management
Minnesota
$8.1K +$2.14K +14 +27%
AWM
1113
AllSquare Wealth Management
New York
$7.36K – – –
GIM
1114
Gold Investment Management
Alberta, Canada
$7.36K – – –
HIW
1115
Holos Integrated Wealth
Pennsylvania
$7.36K – – –
PWA
1116
Provenance Wealth Advisors
Florida
$7.36K – – –
CYG
1117
Clean Yield Group
Vermont
$7.36K +$7.63K +50 New
SCB
1118
Saudi Central Bank
Saudi Arabia
$7.21K +$7.48K +49 New
RWM
1119
Rialto Wealth Management
New York
$6.77K – – –
BCMLT
1120
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.73K +$153 +1 +2%
HFS
1121
Hopwood Financial Services
Virginia
$5.89K – – –
MWM
1122
Mascoma Wealth Management
New Hampshire
$5.89K – – –
WPA
1123
West Paces Advisors
Georgia
$5.89K – – –
TSMHT
1124
Thurston Springer Miller Herd & Titak
Indiana
$5.89K -$8.09K -53 -57%
IRC
1125
Investors Research Corp
Georgia
$5.64K +$1.07K +7 +23%