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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1126
Plante Moran Financial Advisors
Michigan
$169K -$11.6K -316 -7%
ANBT
1127
American National Bank & Trust
Texas
$168K
CWA
1128
Clearview Wealth Advisors
Oregon
$167K +$154K +4,186 New
OIA
1129
Optimum Investment Advisors
Illinois
$165K -$3.69K -100 -2%
JCM
1130
Jacobi Capital Management
Pennsylvania
$164K -$124K -3,371 -45%
APC
1131
Aspire Private Capital
North Carolina
$163K +$1.47K +40 +1%
IAIM
1132
International Assets Investment Management
Florida
$162K +$150K +4,062 New
AWA
1133
Arkadios Wealth Advisors
Georgia
$158K +$93.5K +2,536 +179%
KFS
1134
Kelly Financial Services
Massachusetts
$157K
BFC
1135
Bedel Financial Consulting
Indiana
$156K
FMB
1136
Field & Main Bank
Kentucky
$154K -$83.8K -2,275 -37%
BCA
1137
Bray Capital Advisors
Florida
$154K
FWM
1138
Focused Wealth Management
New York
$153K +$37 +1 +0%
DWM
1139
Defined Wealth Management
Oregon
$152K +$140K +3,800 New
ATC
1140
Adirondack Trust Company
New York
$151K -$300K -8,135 -68%
T
1141
TOBAM
France
$147K
HIA
1142
Harbor Investment Advisory
Maryland
$146K +$36.3K +984 +37%
1IA
1143
1834 Investment Advisors
Wisconsin
$145K -$29.5K -800 -18%
FMP
1144
Financial Management Professionals
Texas
$145K +$51.8K +1,405 +63%
1832 Asset Management
1145
1832 Asset Management
Ontario, Canada
$144K -$9.22M -250,200 -99%
YAL
1146
Your Advocates Ltd
Texas
$142K -$29.9K -810 -19%
FDCDDQ
1147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$4.61K +125 +4%
PP
1148
Pacifica Partners
Canada
$141K
FFG
1149
Fortem Financial Group
California
$137K +$126K +3,424 New
FRA
1150
Front Row Advisors
California
$134K