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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1676
Compagnie Lombard Odier SCmA
Switzerland
$68.6K +$68.1K +864 New
CWMS
1677
CFG Wealth Management Services
Indiana
$68.3K +$67.8K +860 New
GJIA
1678
Glass Jacobson Investment Advisors
Maryland
$67.6K +$552 +7 +0.8%
FPF
1679
First Pacific Financial
Washington
$66.2K -$26.6K -337 -29%
PSB
1680
Piscataqua Savings Bank
New Hampshire
$66K -$6.54K -83 -9%
PIM
1681
Platinum Investment Management
Australia
$65.9K -$248K -3,140 -79%
CAL
1682
Capital Advisors Ltd
Ohio
$65K
B
1683
Bayban
Minnesota
$64.4K +$63.9K +811 New
PGAM
1684
Princeton Global Asset Management
New Jersey
$64K +$24.2K +307 +62%
LAM
1685
Lummis Asset Management
Texas
$63.5K
KFAS
1686
Keating Financial Advisory Services
Kansas
$60.9K +$60.5K +767 New
EI
1687
EFG International
$59.9K +$59.5K +755 New
CT
1688
Clearstead Trust
Maine
$58.3K -$3.55K -45 -6%
PWA
1689
Physician Wealth Advisors
Utah
$57.8K +$7.25K +92 +14%
TC
1690
Trust Company
Kansas
$57.1K +$40.8K +518 +256%
TCM
1691
Triumph Capital Management
Colorado
$57K +$56.6K +718 New
SIC
1692
SJS Investment Consulting
Ohio
$56.6K +$2.05K +26 +4%
FP
1693
Financial Perspectives
Minnesota
$56.2K
NFSG
1694
Newbridge Financial Services Group
Florida
$55.6K -$78.8K -1,000 -59%
HWA
1695
Heritage Wealth Advisors
Virginia
$55.6K
MAS
1696
MPWM Advisory Solutions
Georgia
$55.6K
TCM
1697
TD Capital Management
Tennessee
$55.4K +$22.2K +281 +67%
EF
1698
Entrust Financial
Pennsylvania
$55.1K +$54.7K +694 New
DAM
1699
Delta Asset Management
Tennessee
$54.9K -$10.2K -129 -16%
ITIM
1700
Indiana Trust & Investment Management
Indiana
$54K -$2.05K -26 -4%