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Name Holding Trade Value Shares
Change
Change in
Stake
S
1426
Surevest
California
$21K +$14.4K +225 +128%
SMC
1427
Smith, Moore & Co
Missouri
$21K +$26.6K +415 New
FCT
1428
First Community Trust
Iowa
$20K -$12.8K -200 -34%
BA
1429
Bivin & Associates
Oklahoma
$19K +$1.34K +21 +6%
AW
1430
Avion Wealth
Texas
$19K +$2.24K +35 +10%
CA
1431
Centerpoint Advisors
Massachusetts
$19K +$13.6K +213 +143%
CWC
1432
Carolinas Wealth Consulting
North Carolina
$19K +$203K +3,169 +940%
SWA
1433
SOA Wealth Advisors
New York
$18K -$769 -12 -3%
BIMC
1434
Benson Investment Management Company
Virginia
$18K – – –
NOI
1435
Newton One Investments
Delaware
$18K – – –
FBC
1436
Fairfield, Bush & Co
Connecticut
$18K +$22K +343 New
CP
1437
Castleview Partners
Texas
$17.5K -$289K -4,516 -75%
AWM
1438
AllSquare Wealth Management
New York
$17K – – –
WA
1439
Win Advisors
Florida
$17K +$7.81K +122 +58%
CWM
1440
Curi Wealth Management
North Carolina
$17K +$20.2K +315 +3,938%
HFS
1441
Heritage Financial Services
Massachusetts
$17K +$21.8K +341 New
VNA
1442
Valley National Advisers
Pennsylvania
$16K -$52.2K -815 -73%
BDWM
1443
Brewin Dolphin Wealth Management
Ireland
$16K – – –
PAI
1444
Pittenger & Anderson Inc
Nebraska
$16K – – –
RWM
1445
Raffa Wealth Management
District of Columbia
$15.6K – – –
DSC
1446
Duncker Streett & Co
Missouri
$15K – – –
RAM
1447
Riggs Asset Management
Pennsylvania
$15K – – –
AA
1448
Addison Advisors
Vermont
$15K +$64 +1 +0.3%
BWL
1449
Bogart Wealth LLC
Virginia
$15K +$6.85K +107 +61%
WPA
1450
West Paces Advisors
Georgia
$14.9K -$15.3K -239 -45%