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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1651
Indiana Trust & Investment Management
Indiana
$48.8K
IAAG
1652
Innovative Asset Advisors Group
Connecticut
$48.5K +$52K +675 New
PWA
1653
Physician Wealth Advisors
Utah
$48.2K -$4.39K -57 -8%
SFG
1654
Strive Financial Group
Indiana
$48K -$140K -1,818 -73%
FLP
1655
Financial Life Planners
Arizona
$47.7K +$51.1K +664 New
HDIM
1656
Hanson & Doremus Investment Management
Vermont
$47K
WWM
1657
Wolff Wiese Magana
California
$46.8K
PMFA
1658
Plante Moran Financial Advisors
Michigan
$45.7K +$77 +1 +0.2%
MCM
1659
MV Capital Management
Maryland
$45.7K +$462 +6 +1%
PGAM
1660
Princeton Global Asset Management
New Jersey
$45.1K -$13.8K -179 -22%
TIAA Trust, National Association
1661
TIAA Trust, National Association
North Carolina
$44.7K -$2.14M -27,798 -98%
Loomis, Sayles & Company
1662
Loomis, Sayles & Company
Massachusetts
$44.1K -$57.5K -747 -55%
PB
1663
Pinnacle Bancorp
Nebraska
$43.5K -$47.2K -613 -50%
MS
1664
Monetary Solutions
Ohio
$43.1K
WBC
1665
West Branch Capital
Massachusetts
$42.4K
CT
1666
Caldwell Trust
Florida
$41.7K -$3.85K -50 -8%
TCM
1667
TD Capital Management
Tennessee
$41.5K -$9.24K -120 -17%
GCP
1668
Gill Capital Partners
Colorado
$41.1K +$44.1K +572 New
FC
1669
Financial Consulate
Maryland
$40.9K +$5.39K +70 +14%
FCT
1670
First Community Trust
Iowa
$40.4K
HIC
1671
Hamrick Investment Counsel
Washington
$40.2K +$385 +5 +0.9%
WA
1672
Whipplewood Advisors
Colorado
$39.8K +$11.9K +154 +39%
MWM
1673
Mascoma Wealth Management
New Hampshire
$39.1K +$231 +3 +0.6%
SC
1674
Steph & Co
Wisconsin
$39.1K +$7.63K +99 +22%
MMCM
1675
Murphy & Mullick Capital Management
New York
$38.7K +$2K +26 +5%