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Name Holding Trade Value Shares
Change
Change in
Stake
HA
826
Herold Advisors
New York
$30.9K +$28.3K +200 New
SWM
827
Sugarloaf Wealth Management
Georgia
$29K +$4.67K +33 +21%
LC
828
Lindbrook Capital
California
$25K -$1.42K -10 -6%
CFO
829
CVA Family Office
Colorado
$24K +$12K +85 +118%
SIC
830
Salem Investment Counselors
North Carolina
$23K -$152K -1,075 -88%
HFA
831
HC Financial Advisors
California
$23K
HMS
832
Hanseatic Management Services
New Mexico
$22K +$19.7K +139 New
PI
833
PineBridge Investments
New York
$21K -$4.52M -31,921 -100%
WTA
834
Washington Trust Advisors
Massachusetts
$20K +$12.2K +86 +205%
CPFP
835
Clear Perspectives Financial Planning
Ohio
$19K
RG
836
Retirement Group
California
$19K +$3.11K +22 +22%
PB
837
Pinnacle Bancorp
Nebraska
$18K +$1.84K +13 +13%
LB
838
Legacy Bridge
Iowa
$17K
LWA
839
Lenox Wealth Advisors
New York
$17K +$1.84K +13 +15%
TWM
840
Tradition Wealth Management
Minnesota
$16K -$566 -4 -4%
TF
841
TimeScale Financial
Massachusetts
$16K
WPA
842
West Paces Advisors
Georgia
$15.5K
WT
843
Washington Trust
Rhode Island
$15K -$2.55K -18 -15%
TLCM
844
Twin Lakes Capital Management
California
$15K
ACM
845
Aquatic Capital Management
Illinois
$15K +$14.2K +100 New
SC
846
Siena Capital
Ohio
$15K +$14.2K +100 New
WAM
847
WFA Asset Management
Wisconsin
$14.1K
DC
848
DeDora Capital
California
$14K +$13K +92 New
FRA
849
Front Row Advisors
California
$13K -$425 -3 -3%
SN
850
Sittner & Nelson
Oregon
$13K