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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1101
Stonebridge Capital Advisors
Minnesota
$81K
LWANC
1102
Laurel Wealth Advisors (North Carolina)
North Carolina
$80K
BWP
1103
Baldwin Wealth Partners
Massachusetts
$80K +$19.2K +75 +30%
EAM
1104
Exos Asset Management
New York
$80K +$84.4K +330 New
PSIWM
1105
Paradigm Strategies in Wealth Management
Minnesota
$73K
GI
1106
Gradient Investments
Minnesota
$72K +$1.02K +4 +1%
MA
1107
Montag & Associates
Georgia
$68K +$38.4K +150 +118%
TFA
1108
Toth Financial Advisory
Virginia
$66K
AWM
1109
Accel Wealth Management
Iowa
$66K +$511 +2 +0.7%
PFGIA
1110
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$5.12K +20 +8%
SC
1111
SouthState Corp
Florida
$61K
IRC
1112
Investors Research Corp
Georgia
$60K
FCA
1113
FinTrust Capital Advisors
South Carolina
$59K -$36.3K -142 -37%
PWS
1114
Paragon Wealth Strategies
Florida
$59K +$62.1K +243 New
ASBI
1115
American State Bank (Iowa)
Iowa
$57.3K
HWA
1116
Heritage Wealth Advisors
Virginia
$56K
LJHT
1117
Laurie J. Hall Trustee
$52K
RAM
1118
Riggs Asset Management
Pennsylvania
$49K
RTC
1119
Riverview Trust Company
Washington
$49K
VCM
1120
Versant Capital Management
Arizona
$49K +$256 +1 +0.5%
PMFA
1121
Plante Moran Financial Advisors
Michigan
$49K +$25.6K +100 +100%
BAM
1122
Barrett Asset Management
New York
$49K +$51.1K +200 New
MRCM
1123
M&R Capital Management
New Jersey
$48K
ANBT
1124
American National Bank & Trust
Texas
$46K -$731K -2,860 -94%
IFAM
1125
Institutional & Family Asset Management
Colorado
$46K