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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1876
Lodestone Wealth Management
Washington
$32.5K +$31.1K +1,089 New
BHWM
1877
Beaird Harris Wealth Management
Texas
$32.4K -$885 -31 -3%
MS
1878
Monetary Solutions
Ohio
$32.3K +$30.8K +1,079 New
AA
1879
Addison Advisors
Vermont
$32.1K +$11K +384 +56%
SVWA
1880
Sarver Vrooman Wealth Advisors
Missouri
$32K -$18.4K -644 -38%
WSCM
1881
Wellington Shields Capital Management
New York
$31.9K -$2.74K -96 -8%
VR
1882
Vision Retirement
New Jersey
$31.8K +$30.3K +1,063 New
VWA
1883
Valued Wealth Advisors
Utah
$31.6K -$3.77K -132 -11%
LB
1884
Legacy Bridge
Iowa
$31.5K
JFA
1885
JNBA Financial Advisors
Minnesota
$31.2K -$11.4K -400 -28%
RTC
1886
Riverview Trust Company
Washington
$31.1K -$44.2K -1,550 -60%
CC
1887
Corsicana & Co
Texas
$30.3K
ETS
1888
ESL Trust Services
New York
$30.2K -$3.08K -108 -10%
GIM
1889
Gold Investment Management
Alberta, Canada
$29.8K
AFS
1890
AFG Fiduciary Services
Massachusetts
$29.4K +$596K +20,880 New
EPAM
1891
Evelyn Partners Asset Management
$29.1K
OW
1892
Olistico Wealth
Oklahoma
$28.7K +$27.4K +961 New
ECM
1893
Estabrook Capital Management
New York
$28.7K
AWM
1894
Abound Wealth Management
Tennessee
$28.4K +$29 +1 +0.1%
CTWM
1895
Cherry Tree Wealth Management
Minnesota
$27.9K -$8.36K -293 -24%
EP
1896
Essential Partners
California
$27.2K -$50.9K -1,783 -66%
IWP
1897
IAG Wealth Partners
Wisconsin
$27.2K
HC
1898
Hurley Capital
New York
$27.1K -$495K -17,338 -95%
WTA
1899
Washington Trust Advisors
Massachusetts
$27.1K -$9.04K -317 -26%
FISPB
1900
Fideuram - Intesa Sanpaolo Private Banking
$26.7K +$25.5K +893 New