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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1201
CVA Family Office
Colorado
$25.4K +$1.19K +5 +5%
TFP
1202
Tilia Fiduciary Partners
North Carolina
$25.2K – – –
CAL
1203
Capital Advisors Ltd
Ohio
$25K +$9.52K +40 +39%
SWA
1204
SOA Wealth Advisors
New York
$24.5K -$476 -2 -2%
PMFA
1205
Plante Moran Financial Advisors
Michigan
$24.2K – – –
AWM
1206
Accurate Wealth Management
Florida
$24K +$23.1K +97 New
CJL
1207
Cyrus J. Lawrence
New York
$24K -$4.76K -20 -17%
BSB
1208
Bangor Savings Bank
Maine
$24K – – –
MCM
1209
MV Capital Management
Maryland
$22K -$951 -4 -4%
JWA
1210
JFS Wealth Advisors
Pennsylvania
$20.8K +$1.43K +6 +8%
NIC
1211
Northwest Investment Counselors
Oregon
$19.4K – – –
GC
1212
Gould Capital
Washington
$19.1K -$951 -4 -5%
WAS
1213
Winch Advisory Services
Wisconsin
$19K +$238 +1 +1%
SC
1214
Seldon Capital
California
$18.7K – – –
EE
1215
EWG Elevate
California
$18.7K +$18.3K +77 New
CB
1216
CNB Bank
Pennsylvania
$18.2K -$9.52K -40 -35%
PA
1217
PSI Advisors
Florida
$17.7K – – –
WPA
1218
West Paces Advisors
Georgia
$16.5K – – –
SWM
1219
Sugarloaf Wealth Management
Georgia
$16K – – –
PGAM
1220
Princeton Global Asset Management
New Jersey
$16K – – –
CSPIA
1221
Cary Street Partners Investment Advisory
Virginia
$15.7K +$15.5K +65 New
SIS
1222
Sound Income Strategies
Florida
$15.5K +$1.19K +5 +8%
ME
1223
McIlrath & Eck
Washington
$15K +$714 +3 +5%
JFA
1224
JNBA Financial Advisors
Minnesota
$14.3K -$1.67K -7 -11%
SC
1225
Schubert & Co
Texas
$13.8K +$951 +4 +8%