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Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
851
State of Alaska Department of Revenue
Alaska
$64K -$2.47K -11 -4%
HPC
852
HM Payson & Co
Maine
$57K -$71.7K -319 -55%
EWA
853
Evolution Wealth Advisors
Florida
$56K -$95.7K -426 -63%
GRP
854
Global Retirement Partners
California
$56K +$21.3K +95 +61%
LC
855
Lindbrook Capital
California
$56K +$38.2K +170 +205%
SIC
856
Salem Investment Counselors
North Carolina
$56K +$56.2K +250 New
ATC
857
Adirondack Trust Company
New York
$55K +$16.8K +75 +47%
SC
858
Steph & Co
Wisconsin
$54K -$898 -4 -2%
JCM
859
Jacobi Capital Management
Pennsylvania
$54K +$4.49K +20 +9%
AWM
860
Avondale Wealth Management
Texas
$52K +$20.4K +91 +64%
BWM
861
Birchcreek Wealth Management
Ohio
$51K +$51.7K +230 New
PCIA
862
Prime Capital Investment Advisors
Kansas
$49K -$827K -3,680 -94%
CWC
863
Carolinas Wealth Consulting
North Carolina
$49K +$49.4K +220 New
FRA
864
Front Row Advisors
California
$47K
CFO
865
CVA Family Office
Colorado
$44K
CI
866
CX Institutional
Indiana
$44K
FCA
867
FinTrust Capital Advisors
South Carolina
$44K
BWA
868
BDO Wealth Advisors
Florida
$42K +$41.6K +185 +3,700%
CFD
869
Creative Financial Designs
Indiana
$40K -$11.2K -50 -22%
TIM
870
Tortoise Investment Management
New York
$40K
JPLA
871
Joseph P. Lucia & Associates
New York
$40K +$40K +178 New
EFSCE
872
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$1.35K +6 +4%
RG
873
Retirement Group
California
$37K +$22.5K +100 +143%
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$33K +$33.2K +148 New
AW
875
Avion Wealth
Texas
$33K +$33.7K +150 New