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