Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Evermay Wealth Management
Virginia
$1.99K – – –
CT
1052
Colonial Trust
South Carolina
$1.94K -$161 -7 -8%
KA
1053
Kozak & Associates
Colorado
$1.83K -$138 -6 -8%
1NWS
1054
1 North Wealth Services
Maryland
$1.82K – – –
OC
1055
Optima Capital
Oregon
$1.81K +$1.77K +77 New
KG
1056
Kilter Group
New York
$1.75K +$1.15K +50 +200%
ACA
1057
American Capital Advisory
Idaho
$1.73K +$46 +2 +3%
CPBTD
1058
Central Pacific Bank - Trust Division
Hawaii
$1.73K – – –
RTC
1059
Riverview Trust Company
Washington
$1.73K – – –
CYG
1060
Clean Yield Group
Vermont
$1.68K – – –
WWA
1061
Wealth Watch Advisors
Colorado
$1.66K – – –
SFS
1062
Sunrise Financial Services
Washington
$1.66K +$1.63K +71 New
LWM
1063
Lodestone Wealth Management
Washington
$1.63K +$1.59K +69 New
PWA
1064
Principia Wealth Advisory
Texas
$1.61K +$828 +36 +109%
UFPG
1065
United Financial Planning Group
New York
$1.59K +$1.56K +68 New
NL
1066
NVWM LLC
Pennsylvania
$1.57K +$115 +5 +8%
PS
1067
PayPay Securities
Japan
$1.57K +$161 +7 +12%
PCFFS
1068
Pacific Center for Financial Services
California
$1.56K – – –
FUBT
1069
First United Bank & Trust
Maryland
$1.54K – – –
API
1070
Asset Planning Inc
California
$1.5K – – –
QA
1071
Quattro Advisors
Pennsylvania
$1.3K +$1.29K +56 New
IWM
1072
IMG Wealth Management
Florida
$1.29K – – –
MA
1073
MCF Advisors
Kentucky
$1.26K +$506 +22 +69%
GWS
1074
Greykasell Wealth Strategies
California
$1.22K +$1.2K +52 New
FAMI
1075
Fideuram Asset Management (Ireland)
$1.21K +$828 +36 New