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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1776
High Note Wealth
Minnesota
$65.6K +$1.13K +2 +2%
FFO
1777
Fortitude Family Office
Arizona
$64.6K +$13K +23 +24%
HB
1778
Horizon Bancorp
Indiana
$64K – – –
HFM
1779
Hartford Financial Management
Connecticut
$63.5K -$11.9K -21 -15%
OWA
1780
Opal Wealth Advisors
New York
$62.9K +$66.2K +117 New
NFSG
1781
Newbridge Financial Services Group
Florida
$62.8K – – –
WIM
1782
Westside Investment Management
California
$62.6K – – –
ACM
1783
Anfield Capital Management
California
$61.3K +$64.5K +114 New
AA
1784
Addison Advisors
Vermont
$58.6K +$6.22K +11 +11%
LI
1785
LRI Investments
Florida
$58.6K +$1.7K +3 +3%
B
1786
Bayban
Minnesota
$58.1K – – –
CFSG
1787
Community Financial Services Group
Vermont
$55K +$56.6K +100 New
PMFA
1788
Plante Moran Financial Advisors
Michigan
$53.8K -$5.66K -10 -9%
APW
1789
Atlantic Private Wealth
North Carolina
$53.8K – – –
WA
1790
WPG Advisers
Maryland
$53.8K – – –
SWA
1791
SOA Wealth Advisors
New York
$53.5K – – –
TPWA
1792
Twin Peaks Wealth Advisors
California
$53.2K +$56K +99 New
WBC
1793
Westpac Banking Corp
Australia
$52.7K -$32.8K -58 -37%
GKIM
1794
GW&K Investment Management
Massachusetts
$52K +$566 +1 +1%
OCM
1795
Osterweis Capital Management
California
$51.1K – – –
BTD
1796
BankPlus Trust Department
Mississippi
$50.6K – – –
S
1797
Sachetta
Massachusetts
$48.4K -$2.26K -4 -4%
SWP
1798
SIMA Wealth Partners
Virginia
$48.4K – – –
SMBT
1799
Southern Michigan Bank & Trust
Michigan
$47.3K +$49.8K +88 New
SL
1800
Salomon & Ludwin
Virginia
$47.3K – – –